{
  "crd_number": 115753,
  "slug": "madrona-financial-and-cpas-everett-wa-115753",
  "primary_business_name": "MADRONA FINANCIAL & CPAS",
  "legal_name": "MADRONA FINANCIAL SERVICES, LLC",
  "dbas": [],
  "city": "Everett",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2005-01-03",
  "years_registered": 21,
  "period": "2026-10-01",
  "filing_date": "2026-06-08",
  "carried_forward": false,
  "raum_total": 691792793.0,
  "raum_discretionary": 691792793.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 18,
  "advisory_employees": 12,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 16065578.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 169700900.0,
      "count": 408
    },
    "high_net_worth_individuals": {
      "raum": 505839303.0,
      "count": 281
    },
    "corporations_other_businesses": {
      "raum": 187012.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "HI",
    "ID",
    "NC",
    "NE",
    "OR",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://facebook.com/MADRONAFINANCIALSERVICES",
    "https://linkedin.com/COMPANY/MADRONA-FINANCIAL-SERVICES-LLC",
    "https://madronafinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115753",
  "city_as_filed": "EVERETT",
  "url": "https://advisorcensus.com/firm/madrona-financial-and-cpas-everett-wa-115753",
  "display_name": "Madrona Financial & CPAS",
  "summary": "Madrona Financial & CPAS is an SEC-registered investment advisory firm in Everett, WA, registered since 2005, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 8, 2026.",
  "citation": "AdvisorCensus. Madrona Financial & CPAS (CRD 115753): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Madrona Financial & CPAS compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Madrona Financial & CPAS reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions."
    },
    {
      "q": "Where is Madrona Financial & CPAS located?",
      "a": "Madrona Financial & CPAS' principal office is in Everett, WA, according to its Form ADV; the July 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Madrona Financial & CPAS registered with the SEC or a state?",
      "a": "Madrona Financial & CPAS is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 115753."
    },
    {
      "q": "How much does Madrona Financial & CPAS manage?",
      "a": "Madrona Financial & CPAS reports $691,792,793 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (100% discretionary)."
    },
    {
      "q": "How have Madrona Financial & CPAS' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Madrona Financial & CPAS: Regulatory assets under management: $253,571,174 in the October 2021 data and $691,792,793 in the October 2026 data, up 173%. Total employees: 13 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Madrona Financial & CPAS serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (408); high net worth individuals (281)."
    },
    {
      "q": "Which custodians does Madrona Financial & CPAS use?",
      "a": "Madrona Financial & CPAS' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Madrona Financial & CPAS report any disciplinary disclosures?",
      "a": "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/115753"
    },
    {
      "q": "What changed in Madrona Financial & CPAS' recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in HI."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 253571174.0,
      "total_employees": 13,
      "filing_date": "2021-04-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 286756495.0,
      "total_employees": 13,
      "filing_date": "2022-05-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 268774721.0,
      "total_employees": 18,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 392984192.0,
      "total_employees": 21,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 505696988.0,
      "total_employees": 19,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 691792793.0,
      "total_employees": 18,
      "filing_date": "2026-06-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in HI."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $505,696,988 to $691,792,793 (+37%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/madrona-financial-and-cpas-everett-wa-115753.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 408,
      "fewer_than_5": false,
      "raum": 169700900.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 281,
      "fewer_than_5": false,
      "raum": 505839303.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 16065578.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 187012.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115753",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}