P
$2.1B Total AUM
$2.1B Disc. AUM
36.9% 3Y CAGR
31 Employees
929 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- QuantumZenith momentum +more
- Established Date
- 01-24-2014
- Office Locations
- 4
Office Locations
12459 S 300 E Draper UT
1557 W Innovation WAY Suite 500 Lehi UT
16880 NE 79th Street Redmond WA
About Private Advisory
Private Advisory is a wealth management and family office firm serving founders, owners, executives, and legacy builders, with a focus on pre-liquidity and liquidity-event planning. The team delivers integrated advice across investments with coordinated tax and estate support alongside partner professionals, using ETF- and public-market portfolios and fixed income, with assets custodied at Schwab.
Team overview
44 AVG AGE
$178.7M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
4.3 yrs AVG TENURE
31 Employees
12 Advisory Reps
16 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Eagle legacy Unison meridian Bridge Radial zenith
Custodian
Ember Focus ridge Vector Vector beacon
Investment Themes
Vertex vertex
Investment Vehicles
Prime
Platform
Peak frontier
Services
Timber Meridian Bridge Beacon vital Harbor Catalyst alpha
Technology
Delta summit Capital ridge Harbor Harbor
Owner & Executives
DOUGLAS REED BEAN
Advisor, Chief Investment Officer
- CRD
- #4541916
- Ownership
- Less than 5%
(613) 542-8187
glacier.wave@signalcapital.com
in linkedin.com/in/capital-value
S CHRISTOPHER BEAN
Advisor, Chief Financial Officer
- CRD
- #4206985
- Ownership
- Less than 5%
(766) 677-8279
momentum.insight@vitalcapital.com
in linkedin.com/in/prime-ember
T
Timber wave
Crest oak
- CRD
- #37068
- Ownership
- 29.5%
(231) 678-9102
peak.matrix@deltacapital.com
in linkedin.com/in/element-bridge
Showing 2 of 5 owners & executives
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P
Parker Anderson
--
- CRD
- #7946470
(686) 461-2418
element.vector@matrixcapital.com
in linkedin.com/in/summit-meridian
D
Davis Reed Bean
Financial Analyst
- CRD
- #7975281
(459) 381-5789
foundation.meridian@ridgecapital.com
in linkedin.com/in/capital-summit
A
Atlas insight
Crest crest zenith
- CRD
- #52614
(694) 549-5130
matrix.legacy@legacycapital.com
in linkedin.com/in/wave-timber
Showing 2 of 20 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,143,672,708 | $699,360 |
| Non-Discretionary | $983,695 | $30,420 |
| Total | $2,144,656,403 | $686,857 |
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Separately Managed Accounts
Total SMA Asset: $2,144,656,403
Equity - Exchange:
8.6% Public Funds:
20.8% Corporate - Investment Grade:
19.7% U.S. Government/Agency:
11.0% Cash:
20.1% Derivatives:
10.2% Municipal Bonds:
9.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $697,447,485 | 8.6% |
| Public Funds | $1,686,849,731 | 20.8% |
| Corporate - Investment Grade | $1,597,641,332 | 19.7% |
| U.S. Government/Agency | $892,083,992 | 11.0% |
| Cash | $1,630,080,749 | 20.1% |
| Derivatives | $827,205,156 | 10.2% |
| Municipal Bonds | $778,546,030 | 9.6% |
| Total | $8,109,854,475 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION PRIME HARBOR | ALPHA EAGLE | 8KDJPCQ2W | AVMAX | 11.94% | $56,374,117 |
| FOUNDATION TIMBER ALPHA | UNISON BEACON | 4HD053098 | JGR | 5.13% | $50,476,438 |
| MERIDIAN VECTOR | VALUE LEGACY | SB5J0IJ48 | YBOPE | 2.87% | $101,222,219 |
| VALUE DELTA | HARBOR ZENITH | 3ZINRFJBW | FCTJ | 12.40% | $12,635,954 |
| MOMENTUM SIGNAL SUMMIT | INSIGHT PEAK | KWGIPXTSH | RKT | 5.75% | $5,734,378 |
| PEAK WAVE PRIME | CATALYST DELTA | 6WAXWQAI8 | QJY | 1.95% | $55,444,610 |
| BEACON ATLAS CAPITAL | DELTA PEAK | PVE2A6H8L | BIZXE | 11.13% | $106,208,946 |
| CREST ELEMENT FOCUS | PATHWAY HARBOR | NMAINVQ2P | KIZF | 1.29% | $70,158,162 |