Treeview Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 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
2
Very LowAverage account size
—
About
Treeview Capital provides fee-based investment advisory services primarily over the internet through an interactive website, offering advice limited to investment funds for individuals, trusts, employer‑sponsored plans, estates, charitable organizations, and corporate entities; as of 12/31/2025 it reported 29 clients and $13.4 million in assets under advisement. The firm’s principal service is identifying investment funds with high minimums and providing client access with lower initial investment requirements.
The firm tailors recommendations using a comprehensive online questionnaire and a software-based algorithm that generates advice, and it may apply technical and cyclical analysis to inform suggestions such as reallocations, cash positions, or sales for tax or risk reasons. Treeview Capital does not exercise trading discretion, does not charge performance-based fees, and discloses software, cybersecurity, and algorithm risks associated with its internet-delivered model.
Noteworthy for an advisor in the investment‑manager category, Treeview Capital’s internet- and algorithm-driven delivery of fund-only advice and its focus on lowering entry barriers to higher‑minimum funds distinguish it from peers that typically serve pooled or institutional accounts. The firm also discloses arrangements to compensate promoters (including affiliate marketers, bloggers, and podcasters) for referrals, limits custody to authorized fee deduction, and maintains a Code of Ethics and supervisory procedures to address potential conflicts.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
0.5% annually
Main office location
Treeview Capital
Mill Creek WA, United States
Number of offices
1
Most active in
Treeview Capital 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")