R
Robert A. Underhill P.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
29
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
TypicalAverage account size
$0
About
Robert A. Underhill P.C. provides investment advisory services to individuals, trusts, and estates and predominantly serves high-net-worth clients. The firm does not directly manage client portfolios; instead it refers clients to and advises on the selection and replacement of third‑party investment managers and assists with ongoing oversight.
The firm’s role centers on due diligence, periodic reviews, and coordinating with third‑party managers who make day‑to‑day investment decisions and execute trades. Clients receive account statements and fee invoices from independent custodians and the third‑party managers rather than portfolio reports prepared by RAUPC, and RAUPC does not have trading authority or the ability to deduct fees from client accounts.
RAUPC is associated with accounting and tax services through the principal’s other business activities and his role as a CPA and tax advisor, which may be relevant for clients seeking integrated tax and investment referral arrangements. Unlike most peers, the firm is compensated by the third‑party managers (typically as a portion of the manager’s advisory fee) rather than by charging clients a direct percentage‑of‑assets‑under‑management, a structure that clients should review for potential conflicts disclosed in the third‑party managers’ brochures.
Client services
Selection of other advisers
Expertise
Concentrated stock management
Main office location
Robert A. Underhill P.C.
701 5 Th Avenue, Suite 4150
Seattle WA 98104, United States
Number of offices
1
Most active in
Robert A. Underhill P.C. has reported serving >5 clients in these states in the last 12 months.
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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