S
$123.0M Total AUM
$123.0M Disc. AUM
-- 3Y CAGR
2 Employees
94 ADV. Clients
1 yrs Firm Age
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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-07-2025
- Office Locations
- 1
Office Locations
-- Beaverton OR
About Samara Capital
Samara Capital is a Beaverton-based RIA. The firm has been operating for 1 years. Managing $123.0M in total assets under management, with 2 advisory representatives. They custody assets with Broadridge and Charles Schwab & Company.
Team overview
35 AVG AGE
$61.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
TASHA IMMACOLATA MAUSS
PRINCIPAL
- CRD
- #5373393
- Ownership
- 75% or more
Available
Available
Available
Andrew Quinten Mauss
Chief Compliance Officer
- CRD
- #7939404
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,004,023 | $497,992 |
| Non-Discretionary | $0 | -- |
| Total | $123,004,023 | $497,992 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | 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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