# 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.

- CRD: 142448
- Filed as: GRIFFITHS, DREHER & EVANS, P.S., CPAS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Spokane, WA
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142448
- AdvisorCensus page: https://advisorcensus.com/firm/griffiths-dreher-and-evans-p-s-cpas-spokane-wa-142448

## Quick answers

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated February 5, 2026)

- Account minimum: None

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 838 | $108,193,179 |
| High net worth individuals | 77 | $203,185,026 |
| Charitable organizations | Fewer than 5 | $31,528 |

### 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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 25 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, MT, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Cheney, WA

### Websites listed on Form ADV (Item 1.I)
- grifco.com
- jointhetwopercent.com
- LinkedIn @1844786

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $114,576,109 | 12 | August 9, 2021 |
| October 2022 | $139,778,925 | 16 | September 30, 2022 |
| October 2023 | $139,287,511 | 22 | June 30, 2023 |
| October 2024 | $191,967,412 | 23 | March 3, 2024 |
| October 2025 | $232,218,590 | 25 | January 27, 2025 |
| October 2026 | $311,409,733 | 25 | February 5, 2026 |

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.

## Changes in the filing (last 12 months)

### 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Griffiths, Dreher & Evans, P.S., CPAS (CRD 142448): Form ADV filing data as of October 2026.