EISRC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,126,129
Clients
15
13% 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
15
TypicalAverage account size
$341,742
About
EISRC provides fee-based investment advisory and financial planning services to individuals, high‑net‑worth clients, and institutional clients such as corporate pension and government entities. Its offerings include customized portfolio management, retirement and education planning, investment research, and hedging strategies for concentrated company stock positions.
The firm operates two primary approaches: low‑cost, age/risk‑appropriate index fund portfolios constructed with ETFs, and actively managed portfolios that may include individual stocks, bonds, small/micro‑cap securities, and other instruments. Active management is guided by proprietary research and software models and incorporates non‑traditional information sources (including social media and internet forums); the firm may also use options, warrants and limit orders for thinly traded securities within predefined exposure limits.
With approximately $5.1 million in assets under management for 15 clients, EISRC’s acceptance of institutional mandates (corporate pension, foundations, and municipal entities) is uncommon among independent advisers of this size. The principal’s software engineering and healthcare/insurance industry experience underpins the firm’s quantitative tools and custom research, and the brochure discloses specific risk controls and limits for hedging and options exposures.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Concentrated stock management
Equity compensation tax strategy
Occupation focus
Executive
Fee options
$0 - $4 million: 0.65% annually for Index Fund Portfolios $4 million+: 0.50% annually for Index Fund Portfolios $0 - $4 million: 1.0% annually for Active Strategy Portfolios $4 million+: 0.90% annually for Active Strategy Portfolios
$75 - $300 per hour for Financial Planning only services
Account minimum: $100,000
Main office location
EISRC
Newberg OR, United States
Number of offices
2
Most active in
EISRC has reported serving >5 clients in these states in the last 12 months.
Oregon
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:
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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.
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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.
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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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