Companion Portfolio Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,531,712
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
61
18% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
61
Very HighAverage account size
$697,241
About
Companion Portfolio Management is a registered investment adviser that provides discretionary investment supervisory services to individuals, trusts, businesses and their employees, tailoring portfolio management to clients’ stated goals, time horizons and risk tolerances. As of December 31, 2024 the firm managed roughly $30.7 million in client assets and charges advisory fees based on a percentage of assets while operating as a small, single‑advisor practice.
The firm’s investment approach blends modern portfolio theory with a top‑down assessment of macroeconomic, country and sector conditions, then employs individual stocks, bonds, mutual funds, ETFs and, in some cases, option strategies and uncorrelated assets (for example, precious metals) to construct portfolios. Accounts are monitored and adjusted on an ongoing basis with at least quarterly reviews and tailored constraints or restrictions implemented when provided in writing.
Notably, the firm reports serving charitable organizations in addition to individual and institutional clients, a client type that is less common among independent advisers. The brochure also discloses that the firm generally recommends a single custodian and receives institutional services from that custodian, and that clients should be mindful of disclosures regarding custody, proxy voting (the adviser does not vote proxies), key‑man risk and personal trading practices.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Occupation focus
Retired
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.30% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% Greater than $10,000,000+: 0.50%
Main office location
Companion Portfolio Management
224 West Washington St., Suite 106
Sequim WA 98382, United States
Number of offices
1
Most active in
Companion Portfolio Management has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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