AdvisorCensus / Financial advisors / Oregon / Portland / Helium Advisors LLC
Helium Advisors LLC is an SEC-registered investment advisory firm in Vancouver, WA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.
Quick answers
From the filingHow is Helium Advisors LLC compensated?
On its Form ADV (Item 5.E, October 2026), Helium Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Helium Advisors LLC located?
Helium Advisors LLC's principal office is in Vancouver, WA, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Helium Advisors LLC registered with the SEC or a state?
Helium Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 282356.
How much does Helium Advisors LLC manage?
Helium Advisors LLC reports $233,777,142 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (96% discretionary).
How have Helium Advisors LLC's assets and staff changed since 2022?
In the Form ADV data for Helium Advisors LLC: Regulatory assets under management: $184,135,136 in the October 2022 data and $233,777,142 in the October 2026 data, up 27%. Total employees: 7 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Helium Advisors LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (193); high net worth individuals (67); corporations or other businesses not listed above (19).
Which custodians does Helium Advisors LLC use?
Helium Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists 2001 Spring Road, Suite 700, 450 West 33rd Street FL 11, Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Helium Advisors 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/282356
Does Helium Advisors LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 30, 2026 says: "There is no account minimum for any of Helium Advisors’ services."
What changed in Helium Advisors LLC's recent Form ADV filings?
In the June 2026 filing data: Registered or notice-filed in GA.
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
- Fixed fees (other than subscription fees)
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 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
There is no account minimum for any of Helium Advisors’ services.
As stated in the firm's Form ADV Part 2A brochure dated March 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$233,777,142 as of October 2026, filing dated May 27, 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Also doing business as
- HELIUM ADVISORS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 7. Performing investment advisory functions: 4.
- 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 June 2026 filing
- States registered or notice-filed
-
7 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 | $233,777,142 | 7 | May 27, 2026 |
| October 2025 | $308,092,194 | 10 | July 7, 2025 |
| October 2024 | $276,190,032 | 11 | August 20, 2024 |
| October 2023 | $204,564,734 | 11 | June 21, 2023 |
| October 2022 | $184,135,136 | 7 | September 20, 2022 |
Regulatory assets under management: $184,135,136 in the October 2022 data and $233,777,142 in the October 2026 data, up 27%.
Total employees: 7 in October 2022 and 7 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- June 2026
- Registered or notice-filed in GA.
- April 2026
- Regulatory assets under management went from $308,092,194 to $233,777,142 (-24%).
- No longer lists an office in Everett, WA.
- Updated its list of owners and control persons (Schedule A).
- March 2026
- Registered or notice-filed in PA.
- February 2026
- Registered or notice-filed in CA, NY, TX, WA.
- January 2026
- No longer registered or notice-filed in CA, NY, TX, WA.
- December 2025
- Employees performing advisory functions went from 7 to 4.
- November 2025
- Added an office in Everett, WA.
- No longer lists an office in Lafayette, CA.
- No longer lists an office in Vancouver, WA.
- 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. Helium Advisors LLC (CRD 282356): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/helium-advisors-llc-vancouver-wa-282356