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Griffiths, Dreher & Evans, P.S., CPAS

Spokane, WASEC-registered investment adviserCRD 142448

Filed as GRIFFITHS, DREHER & EVANS, P.S., CPAS

Griffiths, Dreher & Evans, P.S., CPAS is an SEC-registered investment advisory firm in Spokane, WA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

5 years
registered since 2021
$311,409,733
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Griffiths, Dreher & Evans, P.S., CPAS compensated?

On its Form ADV (Item 5.E, October 2026), Griffiths, Dreher & Evans, P.S., CPAS reports these compensation arrangements: a percentage of assets under its management.

Where is Griffiths, Dreher & Evans, P.S., CPAS located?

Griffiths, Dreher & Evans, P.S., CPAS' principal office is in Spokane, WA, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Griffiths, Dreher & Evans, P.S., CPAS registered with the SEC or a state?

Griffiths, Dreher & Evans, P.S., CPAS is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 142448.

How much does Griffiths, Dreher & Evans, P.S., CPAS manage?

Griffiths, Dreher & Evans, P.S., CPAS reports $311,409,733 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

How have Griffiths, Dreher & Evans, P.S., CPAS' assets and staff changed since 2021?

In the Form ADV data for Griffiths, Dreher & Evans, P.S., CPAS: Regulatory assets under management: $114,576,109 in the October 2021 data and $311,409,733 in the October 2026 data, up 172%. Total employees: 12 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Griffiths, Dreher & Evans, P.S., CPAS serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (838); high net worth individuals (77).

Which custodians does Griffiths, Dreher & Evans, P.S., CPAS use?

Griffiths, Dreher & Evans, P.S., CPAS' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Griffiths, Dreher & Evans, P.S., CPAS 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/142448

Does Griffiths, Dreher & Evans, P.S., CPAS state an account minimum?

Its Form ADV Part 2A brochure dated February 5, 2026 says: "GDE provides advisory services to individuals, business owners, businesses, trusts, and to CPA clientele. GDE does not require a minimum account balance to open or maintain an account."

What changed in Griffiths, Dreher & Evans, P.S., CPAS' recent Form ADV filings?

In the March 2026 filing data: Employees performing advisory functions went from 12 to 10. Regulatory assets under management went from $232,218,590 to $311,409,733 (+34%).

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

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 2A

Account minimum: None

The brochure's wording
GDE provides advisory services to individuals, business owners, businesses, trusts, and to CPA clientele. GDE does not require a minimum account balance to open or maintain an account.

As stated in the firm's Form ADV Part 2A brochure dated February 5, 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
$311,409,733

$311,409,733 as of October 2026, filing dated February 5, 2026.

Discretionary: $311,409,733.Non-discretionary: $0.

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.D
Individuals (other than high net worth individuals)
Clients 838 Assets $108,193,179 (35%)
High net worth individuals
Clients 77 Assets $203,185,026 (65%)
Charitable organizations
Clients Fewer than 5 Assets $31,528 (0%)

A 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
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2021 (5 years)
Employees
Total: 25. Performing investment advisory functions: 10.
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.

Other offices (Schedule D, Section 1.F)
1 other office, as of the March 2026 filing
Cheney, WA
States registered or notice-filed
6 states or jurisdictions
AZCAIDMTTXWA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None 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
$115M 2021 $140M 2022 $139M 2023 $192M 2024 $232M 2025 $311M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$311,409,73325February 5, 2026
October 2025$232,218,59025January 27, 2025
October 2024$191,967,41223March 3, 2024
October 2023$139,287,51122June 30, 2023
October 2022$139,778,92516September 30, 2022
October 2021$114,576,10912August 9, 2021

Regulatory assets under management: $114,576,109 in the October 2021 data and $311,409,733 in the October 2026 data, up 172%.

Total employees: 12 in October 2021 and 25 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
  1. March 2026
    • Employees performing advisory functions went from 12 to 10.
    • Regulatory assets under management went from $232,218,590 to $311,409,733 (+34%).

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.I
grifco.comjointhetwopercent.com

Source: 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. Griffiths, Dreher & Evans, P.S., CPAS (CRD 142448): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/griffiths-dreher-and-evans-p-s-cpas-spokane-wa-142448