CRD: 104749
Mountain Pacific Investment Advisers, LLC
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- Custodian
- Bank OF America · Charles Schwab & Company · PNC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-12-1977
- Office Locations
- 1
Office Locations
About Mountain Pacific Investment Advisers, LLC
Mountain Pacific Investment Advisers is an independent, employee-owned RIA in Boise providing customized discretionary portfolio management for high-net-worth individuals and families, trusts and estates, retirement plans, businesses, and nonprofits. The firm emphasizes proprietary fundamental research and a low-turnover discipline, with portfolios largely implemented using ETFs, and client assets held at third-party custodians (e.g., Schwab).
Team overview
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Owner & Executives
MATTHEW MICHAEL LINDSTROM
Chief Compliance Officer, Principal
- CRD
- #5431721
- Ownership
- 50% but less than 75%
NATHAN CHRISTIAN OAKLEY
Vice President
- CRD
- #7066661
- Ownership
- 50% but less than 75%
Showing 2 of 4 owners & executives
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Rashe Lee Elliott
--
- CRD
- #7877477
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $933,709,300 | $1,214,186 |
| Non-Discretionary | $0 | -- |
| Total | $933,709,300 | $1,214,186 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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