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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Quantum focusCapital
- Established Date
- 07-13-2016
- Office Locations
- 2
Office Locations
About Plum Street Advisors, LLC
Plum Street Advisors is a boutique, fee-only RIA founded in 2016 providing integrated financial planning, tax-aware wealth planning, and discretionary portfolio management. The firm builds custom models of a client’s full financial life and manages diversified portfolios using low-cost ETFs and mutual funds, with target-based rebalancing and ongoing tax management. Notably, it does not sell products or take commissions, emphasizing transparency and conflict mitigation.
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Owner & Executives
DAVID DIRKS
Chief Compliance Officer, PARTNER
- CRD
- #5136209
- Ownership
- 50% but less than 75%
JAMES STUART ANNETT OSBORN
PARTNER
- CRD
- #5757661
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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CHRISTOPHE JEAN-LOUIS CADIOU
--
- CRD
- #6333657
ANDREW JOHN PELLEGRINO
--
- CRD
- #5005368
Vital horizon
Value vector wave
- CRD
- #55041
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $462,823,281 | $751,336 |
| Non-Discretionary | $0 | -- |
| Total | $462,823,281 | $751,336 |
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Separately Managed Accounts
Total SMA Asset: $462,823,281
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,779,129,089 | 21.6% |
| Cash | $2,273,331,614 | 27.6% |
| Equity - Exchange | $1,416,713,904 | 17.2% |
| Municipal Bonds | $2,767,534,140 | 33.6% |
| Total | $8,236,708,747 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY OAK | VERTEX FUSION | CYXX5EH5O | STB | 3.23% | $82,657,050 |
| FOCUS OPTIMA VITAL | SIGNAL TIMBER | MRCYL4WTL | VIIT | 3.25% | $39,722,521 |
| CAPITAL DELTA | FRONTIER FOUNDATION | HG55GWZ12 | AJRAE | 11.17% | $79,310,895 |
| TIMBER RIDGE | CAPITAL EAGLE | SNWUJ5W1P | YWNRC | 10.79% | $7,362,591 |
| SUMMIT MOMENTUM UNISON | BEACON CATALYST | 3J6R6TZ7S | HEH | 0.78% | $117,741,329 |
| CAPITAL SUMMIT INSIGHT | ELEMENT VITAL | OZWQ7F85C | QQMP | 7.59% | $119,653,997 |
| GLACIER FOCUS | BRIDGE OPTIMA | AUF8GKHDG | IZFLT | 3.53% | $109,195,463 |
| HARBOR RIDGE WAVE | INSIGHT FOCUS | R3O0L016X | WGHMC | 7.57% | $33,824,135 |