Laurelhurst Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Laurelhurst Asset Management is a state-registered, single-advisor independent firm that provides discretionary investment management to individuals, families, trusts and small businesses, and—uncommonly for firms in this category—also works with charitable organizations. Services described in the brochure include custom portfolio construction, separate managed accounts, retirement advice (including rollovers), and ongoing discretionary trading authority.
The firm’s investment process combines quantitative screening with fundamental security analysis and emphasizes higher-quality, growth-oriented companies with an intended multi-year holding period. It manages a proprietary US Equity Growth Strategy model portfolio (typically 50–100 holdings, largest positions under 5%, sector weights within ±10% of the S&P 500 and aggregate beta below 1.5) and may use covered calls, protective puts, or limited short positions primarily for hedging and return enhancement.
What is distinctive is the firm’s scale and focus: roughly $118.1 million in discretionary AUM across about 28 client relationships, which the brochure indicates supports highly customized account guidelines rather than participation in wrap programs or third-party manager platforms. The firm is led by a principal with substantial prior institutional and private-wealth management experience and retains sole supervision and compliance oversight internally, which the brochure notes in its governance and Code of Ethics disclosures.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001+: 0.60%
Account minimum: $1,000,000 Fee-only: Annual fees based on tiered percentage of assets under management as above.
Main office
1001 SE Water Ave., Suite 217
Portland OR 97214
Advisors at this office
1
Most active in
Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)