Middleton & Company
● SEC registered since 2024CRD 284996SEC# 801-131399Vancouver, WA
Reg. AUM
$131.3M
Employees
4
Accounts
388
Location
Vancouver, WA
Middleton & Company assets under management
Middleton & Company is an SEC-registered investment adviser based in Vancouver, WA. The firm has been registered since 2024. It reports $131.3 million in regulatory assets under management and employs 4 people.
Middleton & Company owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George S Middleton Control | Owner | 10-25% | 2016 |
| Kailie Middleton Abascal Control | Co-President, Financial Planner | 25-50% | 2018 |
| Kingston Marland Hollman | Chief Compliance Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Middleton & Company manage?
Middleton & Company reports $131.3 million in regulatory assets under management on its Form ADV.
How many employees does Middleton & Company have?
Middleton & Company reports 4 employees.
Where is Middleton & Company located?
Middleton & Company is based in Vancouver, WA and has been SEC-registered since 2024.
Does Middleton & Company disclose fund performance?
Middleton & Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1111 Main Street, Suite 630, Vancouver, WA 98660 |
| Phone | (360) 524-3517 |
| Office hours | 9:30-4:30 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$131.3M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$131.3Mregulatory AUM
Discretionary $131.3M