# Palladio Consulting LLC

> Palladio Consulting LLC is a state-registered investment advisory firm in Lake Oswego, OR, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 309007
- Filed as: PALLADIO CONSULTING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309007
- AdvisorCensus page: https://advisorcensus.com/firm/palladio-consulting-llc-lake-oswego-or-309007

## Quick answers

**How is Palladio Consulting LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Palladio Consulting LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Palladio Consulting LLC located?**
Palladio Consulting LLC's principal office is in Lake Oswego, OR, according to its Form ADV.

**Is Palladio Consulting LLC registered with the SEC or a state?**
Palladio Consulting LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309007.

**How much does Palladio Consulting LLC manage?**
Palladio Consulting LLC reports $110,437,105 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (95% discretionary).

**What types of clients does Palladio Consulting LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75); high net worth individuals (33).

**Does Palladio Consulting 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/309007

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $110,437,105
- Discretionary: $105,454,589
- Non-discretionary: $4,982,516

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $31,161,432 |
| High net worth individuals | 33 | $79,275,673 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [palladioplanning.com](https://palladioplanning.com)
- LinkedIn @christopher-perez-815ab790
- LinkedIn @connor-kavanaugh-ctfa-chsnc-8b1b0633

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palladio Consulting LLC (CRD 309007): Form ADV filing data as of October 2026.