Phillips and Company Advisors LLC
● SEC registered since 2011CRD 167214SEC# 801-63879Portland, OR
Reg. AUM
$2.66B
Employees
19
Accounts
2,675
Location
Portland, OR
Phillips and Company Advisors LLC assets under management
Phillips and Company Advisors LLC operates as an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2011. It reports $2.7 billion in regulatory assets under management and employs 19 people.
Phillips and Company Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Todd Smith Control | Cfo, Cco | Under 5% | 1997 |
| Timothy Charles Phillips Control | Ceo | Over 75% | 1992 |
Frequently asked questions
How much does Phillips and Company Advisors LLC manage?
Phillips and Company Advisors LLC reports $2.7 billion in regulatory assets under management on its Form ADV.
How many employees does Phillips and Company Advisors LLC have?
Phillips and Company Advisors LLC reports 19 employees.
Where is Phillips and Company Advisors LLC located?
Phillips and Company Advisors LLC is based in Portland, OR and has been SEC-registered since 2011.
Does Phillips and Company Advisors LLC disclose fund performance?
Phillips and Company Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 521 SW 11th Avenue, Suite 200, Portland, OR 97205 |
| Phone | 503-224-0858 |
| Fax | 503-224-8207 |
| Office hours | 8:00 a.m.- 4:00 p.m. Pst |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 80163879 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.66B▲ 17%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$2.66Bregulatory AUM
Discretionary $1.21BNon-discretionary $1.46B