# 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.

- CRD: 331476
- Filed as: 917 ADVISORY SERVICES LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Spokane, WA
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331476
- AdvisorCensus page: https://advisorcensus.com/firm/917-advisory-services-llc-spokane-wa-331476

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated April 30, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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

> 917 Advisory generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $167,507,315
- Discretionary: $167,507,315
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 132 | $40,468,126 |
| High net worth individuals | 58 | $110,061,863 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $16,977,326 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, MT, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- johnschram.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $113,877,119 | 4 | September 5, 2024 |
| October 2025 | $130,150,573 | 4 | February 14, 2025 |
| October 2026 | $167,507,315 | 4 | April 30, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 917 Advisory Services LLC (CRD 331476): Form ADV filing data as of October 2026.