# Plum Street Advisors, LLC

> Plum Street Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.

- CRD: 283917
- Filed as: PLUM STREET ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283917
- AdvisorCensus page: https://advisorcensus.com/firm/plum-street-advisors-llc-283917

## Quick answers

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

**Is Plum Street Advisors, LLC registered with the SEC or a state?**
Plum Street Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 283917.

**How much does Plum Street Advisors, LLC manage?**
Plum Street Advisors, LLC reports $462,823,281 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary).

**How have Plum Street Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Plum Street Advisors, LLC: Regulatory assets under management: $104,893,449 in the October 2021 data and $462,823,281 in the October 2026 data, up 341%. Total employees: 4 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Plum Street Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); high net worth individuals (65); charitable organizations (8).

**Which custodians does Plum Street Advisors, LLC use?**
Plum Street Advisors, LLC's 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 Plum Street 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/283917

**What changed in Plum Street Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $359,366,449 to $462,823,281 (+29%).

## From the Form ADV filing

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

### 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: $462,823,281
- Discretionary: $462,823,281
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $93,446,944 |
| High net worth individuals | 65 | $332,917,494 |
| Charitable organizations | 8 | $36,458,843 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, LA, MA, NJ, NY, PA, SC, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Newton, MA

### Websites listed on Form ADV (Item 1.I)
- plumstreetadvisors.com
- Facebook @Plum-Street-Advisors-2091888487802592
- Facebook @jamie.osborn3
- Facebook facebook.com
- LinkedIn @plum-street-advisors-llc
- LinkedIn @alisaskatrud
- LinkedIn @andy-pellegrino
- LinkedIn @christophecadiou
- LinkedIn @david-dirks-452b45
- LinkedIn @jamie-osborn

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $104,893,449 | 4 | August 26, 2021 |
| October 2022 | $175,370,928 | 4 | April 1, 2022 |
| October 2023 | $181,102,392 | 6 | September 1, 2023 |
| October 2024 | $261,465,605 | 8 | July 12, 2024 |
| October 2025 | $359,366,449 | 7 | March 29, 2025 |
| October 2026 | $462,823,281 | 8 | June 10, 2026 |

Regulatory assets under management: $104,893,449 in the October 2021 data and $462,823,281 in the October 2026 data, up 341%.
Total employees: 4 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $359,366,449 to $462,823,281 (+29%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Plum Street Advisors, LLC (CRD 283917): Form ADV filing data as of October 2026.