Private Advisory
Redmond, WA·SEC-registered · CRD #170043
Private Advisory is an SEC-registered investment advisory firm in Redmond, WA managing $2.1B across 3.2k client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.1B
Client accounts
3.2k
Advisory staff
12
Fee model
Fee-only
How Private Advisory is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Private Advisory
How much does Private Advisory manage?
Per its most recent SEC Form ADV filing (06/12/2026), Private Advisory reports $2.1B in regulatory assets under management across roughly 3.2k client accounts.
How does Private Advisory charge?
Private Advisory is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Private Advisory a fiduciary?
Yes. Private Advisory is registered with the U.S. Securities and Exchange Commission (CRD #170043), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Private Advisory taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Private Advisory and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Private Advisory's public SEC Form ADV filing (CRD #170043, filed 06/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Private Advisory. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Private Advisory? Claim this profile.