Modernist Financial, LLC
● SEC registered since 2026CRD 217511SEC# 801-135464Portland, OR
Reg. AUM
$113.3M
Employees
5
Accounts
264
Location
Portland, OR
Modernist Financial, LLC assets under management
Modernist Financial, LLC is a registered investment adviser overseen by the SEC based in Portland, OR. The firm has been registered since 2026. It reports $113.3 million in regulatory assets under management and employs 5 people.
Modernist Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Georgia Lee Hussey Control | President And Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Modernist Financial, LLC manage?
Modernist Financial, LLC reports $113.3 million in regulatory assets under management on its Form ADV.
How many employees does Modernist Financial, LLC have?
Modernist Financial, LLC reports 5 employees.
Where is Modernist Financial, LLC located?
Modernist Financial, LLC is based in Portland, OR and has been SEC-registered since 2026.
Does Modernist Financial, LLC disclose fund performance?
Modernist Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 707 SW Washington Street, Suite 910, Portland, OR 97205 |
| Phone | (971) 544-7417 |
| Fax | (971) 808-0003 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$113.3MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$113.3Mregulatory AUM
Discretionary $113.3M