Samara Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$116,993,498
Clients
89
Advisors
3
of 3 employees
About
Samara Capital provides discretionary investment management, financial planning, consulting and retirement-plan services to individuals, high‑net‑worth families, trusts, retirement plans and small corporations. The firm also advises multi‑generational households using separately managed accounts and offers legacy‑position management and assets‑under‑advice consulting.
The firm pursues a portfolio-level approach centered on strategic asset allocation across equities, fixed income, ETFs and cash, executing trades on a discretionary basis and rebalancing to align with client objectives and risk tolerances. Investment decisions draw on a mix of fundamental, technical and manager analysis, and portfolios may retain a meaningful cash allocation depending on market outlook; clients can impose reasonable investment restrictions.
Distinctive features include a compact advisory team and a recent transition to SEC registration as an RIA, combined with a technology arrangement that uses Advyzon for data reconciliation, reporting, and fee calculations (Advyzon has access to account data but is not an investment adviser). The firm also documents legacy‑position handling (with the option to exclude certain legacy holdings from fee calculations) and can act in ERISA fiduciary roles, including serving as a Section 3(38) investment manager for plan models, which is less common for firms of similar size.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees up to $50,000; retirement plan consulting may have flat fees
Maximum 2.00% annually, fees are negotiable and may include breakpoints based on asset levels
Maximum $500/hour for financial planning, consulting, and retirement plan services
Account minimum: $1,000,000 Minimum fee: Minimum fee of $3,000 for stand-alone financial plan (negotiable) Fee-only: Financial planning fees charged on a fixed or hourly basis; consulting services generally $500/hour
Main office
8625 SW Southwest Cascade Ave, Suite 506
Beaverton OR 97008
Advisors at this office
3
Most active in
California · New Hampshire · Oregon · Texas · Washington
Also doing business as
Samara Capital · Samara Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Kori A
CFP®, Series 63, Series 65
Beaverton, OR
Samara Capital
Kori Allen is a CFP® with 29 years of industry experience, currently serving as an advisor at Samara Capital. Prior to joining Samara Capital in 2026, Kori worked at Pearl Wealth LLC, Pine Haven Investment Counsel, Coldstream Wealth Management, and Western Pacific Investment Advisers Inc. Outside of advising, Kori is chair of the board of trustees for The Library Foundation, a nonprofit supporting literacy programs in Multnomah County. Samara Capital provides discretionary investment management, financial planning, consulting, and retirement-plan services to individuals, high-net-worth families, trusts, retirement plans, and small corporations. The firm focuses on strategic asset allocation and combines fundamental, technical, and manager analysis to guide investment decisions, offering customized portfolio management and ERISA fiduciary services.
Andrew M
Series 65
Beaverton, OR
Samara Capital
Andrew Mauss is a Series 65-licensed financial advisor with one year of industry experience, currently with Samara Capital. Prior to joining Samara, he worked at Strategic Wealth Partners Ltd and has a long background in woodworking as Vice President and Secretary of RLM Woodworking, Inc. He serves on the board of Friends of the Children, a nonprofit organization based in Portland, Oregon. Samara Capital is an SEC-registered investment adviser managing approximately $114 million across 89 client relationships. The firm serves high-net-worth individuals, trusts, retirement plans, and corporations, focusing on strategic asset allocation and long-term holdings with discretionary portfolio management and financial planning services.
Tasha M
Series 66
Beaverton, OR
Samara Capital
Tasha Mauss is a financial advisor at Samara Capital with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Unionbank Investment Services LLC and Strategic Wealth Partners. Mauss has been with Samara Capital and its predecessor entities since 2017. Samara Capital is an SEC-registered investment adviser serving high-net-worth individuals, trusts, retirement plans, and corporations. The firm manages portfolios with a focus on strategic asset allocation and long-term holdings across various asset classes, offering services including discretionary portfolio management and financial planning.
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