Marquam Capital
Flat / fixed fees in Portland, OR
State registeredNo commissions reported
Public-record details
- Address
- 1515 Sw 5th Ave., Suite 606, Portland, OR 97201
- Phone
- (503) 719-4681
- Listed under
- Flat / fixed fees, % of assets managed
- Legal name
- Marquam Asset Management LLC
- CRD number
- 147782
- Registration
- State registered: AK, OR, WA
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Fixed fees
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Portfolio management for individuals/small businesses; Selection of other advisers
- Regulatory assets under management
- $41.2 million
- Accounts managed
- 281
- Clients reported (Form ADV 5.D)
- 174
- Individual / high-net-worth clients
- 134 / 39
- Employees
- 3
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- Yes — see IAPD for details
- Latest Form ADV filing
- 2026-03-19
Read the official record
- SEC IAPD summary for CRD 147782 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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