Laurelhurst Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$118,101,810
Total clients
28
71% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
28
Average account size
$4,217,922
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
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Tax-loss harvesting
Occupation focus
Founder/Business Owner
Retired
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 location
Laurelhurst Asset Management LLC
1001 Se Water Ave., Suite 217
Portland OR 97214, United States
Number of offices
1
Most active in
Laurelhurst Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Oregon · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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