Modernist Financial, LLC
Modernist Financial, LLC is an SEC-registered ria in Portland, OR with $113.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Modernist Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 217511, SEC 801-135464, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $113.3M (2026-06-18)
- Firm type
- Ria
- Location
- Portland, OR
- Employees
- 5
- Clients
- 48
- CRD
- 217511
- Ownership
- HUSSEY, GEORGIA, LEE
How much AUM does Modernist Financial, LLC have?
Modernist Financial, LLC reported $113.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Modernist Financial, LLC?
Disclosed owners and executives of Modernist Financial, LLC include HUSSEY, GEORGIA, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.