| Name | Title | Ownership | Since |
|---|---|---|---|
| George S Middleton Control | Owner | 10-25% | 2016 |
| Kailie Middleton Abascal Control | Co-President, Financial Planner | 25-50% | 2018 |
| Kingston Marland Hollman | Chief Compliance Officer | Under 5% | 2023 |
Middleton & Company reports $110 million in regulatory assets under management on its Form ADV.
Middleton & Company reports 4 employees.
Middleton & Company is based in Vancouver, WA and has been SEC-registered since 2024.
Middleton & Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1111 Main Street, Suite 630, Vancouver, WA 98660 |
| Phone | (360) 524-3517 |
| Office hours | 9:30-4:30 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $110M |
| Non-discretionary | $0 |
| Total (RAUM) | $110M |