Samara Capital

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Client assets under management

$116,993,498

Clients

24% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,314,534

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

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fixed fees up to $50,000; retirement plan consulting may have flat fees

Percentage

Maximum 2.00% annually, fees are negotiable and may include breakpoints based on asset levels

Project-based

Maximum $500/hour for financial planning, consulting, and retirement plan services

Other

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 location

Samara Capital

8625 Sw Cascade Ave, Suite 506

Beaverton OR 97008, United States

Number of offices

Most active in

California · New Hampshire · Oregon · Texas · Washington

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 888-397-8331

Advisors at this firm

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.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner

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.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner

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