Marquam Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$32,125,818
Clients
173
Advisors
3
of 3 employees
About
Marquam Capital provides discretionary portfolio management and occasional non-fiduciary plan-setup consulting to a mix of individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities; the firm reports about $41.2 million in assets under management across roughly 173 client relationships and three advisors. It typically implements investment policy on a discretionary basis unless a client’s agreement specifies otherwise.
The firm emphasizes diversified asset-allocation implemented with mutual funds, ETFs and individual securities and may incorporate strategies such as trend following, covered-call writing, ESG screening, or Shari’ah-compliant approaches. For Shari’ah-compliant mandates Marquam Capital refers clients to an independent third-party manager (Azzad) and requires discretionary authority for implementation; the firm publishes separate minimums for these halal strategies.
Noteworthy distinctions include recent material changes disclosed in its ADV (updates to management’s other business activities and AUM) and documented management involvement in Islamic finance organizations and commentary to market data providers, which underpin its capacity to support Shari’ah-compliant investing. The firm’s use of pooled investment products (mutual funds/ETFs) and the recommendation of third-party pooled Shari’ah-compliant programs are less common among similarly sized supported advisers.
Client services
Expertise
Fee options
Negotiated fees for limited duration, non-fiduciary consulting for plan sponsors
$0 - $999,999: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,001+: Negotiable
Account minimum: $25,000
Main office
1515 SW 5th Ave., Suite 606
Portland OR 97201-5449
Advisors at this office
3
Most active in
Alaska · Oregon · Texas · Washington
Also doing business as
Marquam Asset Management LLC · Marquam Capital
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:
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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
Advisors at this firm
Peter B
Series 63, Series 65, Series 66
Portland, OR
Marquam Capital
Peter Bozikovich is a financial advisor at Marquam Capital with 51 years of industry experience. He has held Series 63, 65, and 66 credentials. Prior to joining Marquam Capital in 2014, he worked for HP Securities, Inc. for 30 years until 2023. Marquam Capital provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm utilizes diversified portfolios consisting of mutual funds, ETFs, individual equities, and fixed income, employing both fundamental and technical analysis with ongoing monitoring and periodic rebalancing.
Hans P
Series 63, Series 65
Portland, OR
Marquam Capital
Hans Powers is a financial advisor at Marquam Capital with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HP Securities, Inc. for 14 years. Powers has been president of Marquam Asset Management, d/b/a Marquam Capital, since 2008, where he manages portfolio and financial matters. Marquam Capital provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes diversified portfolios using mutual funds, ETFs, individual equities, and fixed income, employing both fundamental and technical analysis with ongoing monitoring and periodic rebalancing.
Richard G
Series 63, Series 65
Portland, OR
Marquam Capital
Richard Goud Jr. is a financial advisor at Marquam Capital in Portland, OR, holding Series 63 and Series 65 licenses with 18 years of industry experience. He previously worked at HP Securities, Inc. for 13 years and has been with Marquam Asset Management LLC since 2008. Outside of his advisory role, he serves as CEO of the RFI Foundation, a nonprofit focused on research and education in responsible finance, and is a member of the panel of experts at PT Hurriyah Global Consulting Firm. Marquam Capital provides discretionary investment supervisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of fundamental and technical analysis to manage diversified portfolios across mutual funds, ETFs, equities, and fixed income, and offers specialized Shari’ah-compliant investment options through third-party managers.
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