R
$58.4M Total AUM
$46.8M Disc. AUM
-- 3Y CAGR
2 Employees
63 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-20-2023
- Office Locations
- 2
Office Locations
-- Boring OR
-- Portland OR
About Rain OR Shine Planning, LLC
Rain or Shine Planning, LLC is a Portland, OR registered investment adviser serving clients locally and remotely with a planning-first, fixed-fee approach. Founder Casie Dunning (CFP, CPA) provides ongoing comprehensive financial planning with implementation support, asset-allocation recommendations and investment management, plus one-time engagements for DIY clients. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$29.2M AVG AUM / ADVISOR
$927.1K AVG AUM / CLIENT
2.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Casie Rae Dunning
Chief Compliance Officer, Financial Advisor
- CRD
- #7290671
- Ownership
- 75% or more
Available
Available
Available
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J
JERRY JAMES DAVIS
Director
- CRD
- #5697078
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,789,995 | -- |
| Non-Discretionary | $11,619,525 | -- |
| Total | $58,409,520 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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