# Samara Capital

> Samara Capital is an SEC-registered investment advisory firm in Beaverton, OR, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 336178
- Filed as: SAMARA CAPITAL
- Legal name: Samara Investment Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beaverton, OR
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336178
- AdvisorCensus page: https://advisorcensus.com/firm/samara-capital-beaverton-or-336178

## Quick answers

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

**What does Samara Capital's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Samara Capital located?**
Samara Capital's principal office is in Beaverton, OR, according to its Form ADV; the November 2025 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Samara Capital registered with the SEC or a state?**
Samara Capital is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336178.

**How much does Samara Capital manage?**
Samara Capital reports $123,004,023 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Samara Capital's assets and staff changed since 2025?**
In the Form ADV data for Samara Capital: Regulatory assets under management: $0 in the October 2025 data and $123,004,023 in the October 2026 data. Total employees: 3 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Samara Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (21); corporations or other businesses not listed above (4).

**Which custodians does Samara Capital use?**
Samara Capital'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 Samara Capital 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/336178

**What changed in Samara Capital's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 2. No longer lists an office in Rm52 Lake Oswego, OR.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> Our maximum annual fee is 2.00%, and we have a minimum account size of $1,000,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $123,004,023
- Discretionary: $123,004,023
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $39,981,569 |
| High net worth individuals | 21 | $77,011,929 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $133,441 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 4 | $5,877,084 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NH, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the November 2025 filing
- Rm52 Lake Oswego, OR

### Websites listed on Form ADV (Item 1.I)
- samara-capital.com
- LinkedIn @samara-capital---portland

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 3 | July 25, 2025 |
| October 2026 | $123,004,023 | 2 | March 25, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $123,004,023 in the October 2026 data.
Total employees: 3 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 2.
- No longer lists an office in Rm52 Lake Oswego, OR.

### January 2026
- No longer registered or notice-filed in AK, HI, ID, NV.

### December 2025
- Regulatory assets under management went from $0 to $114,194,710.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Samara Capital (CRD 336178): Form ADV filing data as of October 2026.