AdvisorCensus / Financial advisors / Washington / Spokane, WA / New firms

New investment advisory firms in Spokane, WA

4 investment advisory firms in Spokane, WA first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Spokane, WA · Atom feed · How this list is built

September 2026 (1)

Firm	Location	Registration
CXL Capital Management LLC	Spokane, WA	SEC-registered investment adviser

July 2026 (1)

Firm	Location	Registration
DW Investment Solutions, Inc.	Spokane Valley, WA	SEC-registered investment adviser

May 2026 (1)

Firm	Location	Registration
United Prime Society Inc	Spokane, WA	Exempt reporting adviser

December 2025 (1)

Firm	Location	Registration
Stewardship Concepts Financial Services LLC	Spokane, WA	SEC-registered investment adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Spokane, WA. https://advisorcensus.com/advisors/wa/spokane/new-firms
https://advisorcensus.com/advisors/wa/spokane/new-firms