# Old Growth Financial LLC

> Old Growth Financial LLC is a state-registered investment advisory firm in Portland, OR, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated March 5, 2026.

- CRD: 313025
- Filed as: OLD GROWTH FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313025
- AdvisorCensus page: https://advisorcensus.com/firm/old-growth-financial-llc-portland-or-313025

## Quick answers

**How is Old Growth Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Old Growth Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Old Growth Financial LLC located?**
Old Growth Financial LLC's principal office is in Portland, OR, according to its Form ADV.

**Is Old Growth Financial LLC registered with the SEC or a state?**
Old Growth Financial LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313025.

**Does Old Growth Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/313025

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oldgrowthfinancial.com
- LinkedIn @stefaniepickard

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Old Growth Financial LLC (CRD 313025): Form ADV filing data as of October 2026.
