AdvisorCensus / Financial advisors / Washington / Spokane / 917 Advisory Services LLC
917 Advisory Services LLC is an SEC-registered investment advisory firm in Spokane, WA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.
Quick answers
From the filingHow is 917 Advisory Services LLC compensated?
On its Form ADV (Item 5.E, October 2026), 917 Advisory Services LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.
What does 917 Advisory Services LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated April 30, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is 917 Advisory Services LLC located?
917 Advisory Services LLC's principal office is in Spokane, WA, according to its Form ADV.
Is 917 Advisory Services LLC registered with the SEC or a state?
917 Advisory Services LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331476.
How much does 917 Advisory Services LLC manage?
917 Advisory Services LLC reports $167,507,315 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).
How have 917 Advisory Services LLC's assets and staff changed since 2024?
In the Form ADV data for 917 Advisory Services LLC: Regulatory assets under management: $113,877,119 in the October 2024 data and $167,507,315 in the October 2026 data, up 47%. Total employees: 4 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does 917 Advisory Services LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (132); high net worth individuals (58); pension and profit sharing plans (but not the plan participants or government pension plans) (5).
Which custodians does 917 Advisory Services LLC use?
917 Advisory Services LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.
Does 917 Advisory Services LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331476
Does 917 Advisory Services LLC state an account minimum?
Its Form ADV Part 2A brochure dated April 30, 2026 says: "917 Advisory generally does not impose a minimum relationship size."
What changed in 917 Advisory Services LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $130,150,573 to $167,507,315 (+29%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2% of assets a year (the maximum the brochure states)
The brochure's wording
Wealth management fees range up to 2.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.
Account minimum: None
The brochure's wording
917 Advisory generally does not impose a minimum relationship size.
As stated in the firm's Form ADV Part 2A brochure dated April 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$167,507,315 as of October 2026, filing dated April 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $167,507,315 | 4 | April 30, 2026 |
| October 2025 | $130,150,573 | 4 | February 14, 2025 |
| October 2024 | $113,877,119 | 4 | September 5, 2024 |
Regulatory assets under management: $113,877,119 in the October 2024 data and $167,507,315 in the October 2026 data, up 47%.
Total employees: 4 in October 2024 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $130,150,573 to $167,507,315 (+29%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. 917 Advisory Services LLC (CRD 331476): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/917-advisory-services-llc-spokane-wa-331476