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Modernist Financial, LLC

● SEC registered since 2026CRD 217511SEC# 801-135464Portland, OR
Export (members)
Reg. AUM
$113.3M
Employees
5
Accounts
264
Location
Portland, OR

Modernist Financial, LLC assets under management

Modernist Financial, LLC is a registered investment adviser overseen by the SEC based in Portland, OR. The firm has been registered since 2026. It reports $113.3 million in regulatory assets under management and employs 5 people.
www.modernistfinancial.comView on SEC.gov ↗

Modernist Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Georgia Lee Hussey ControlPresident And Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Modernist Financial, LLC manage?

Modernist Financial, LLC reports $113.3 million in regulatory assets under management on its Form ADV.

How many employees does Modernist Financial, LLC have?

Modernist Financial, LLC reports 5 employees.

Where is Modernist Financial, LLC located?

Modernist Financial, LLC is based in Portland, OR and has been SEC-registered since 2026.

Does Modernist Financial, LLC disclose fund performance?

Modernist Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address707 SW Washington Street, Suite 910, Portland, OR 97205
Phone(971) 544-7417
Fax(971) 808-0003
Office hours9:00 a.m. - 6:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$113.3M
Non-discretionary$0
Total (RAUM)$113.3M