Iambic Financial L.L.C
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Iambic Financial LLC is a fee-only, SEC-registered adviser that offers investment management, comprehensive financial planning, and educational seminars to individuals, high‑net‑worth clients, and small businesses. The firm provides discretionary portfolio management as well as limited‑scope hourly financial planning engagements.
Iambic follows a passive, asset‑allocation‑driven approach, constructing diversified portfolios predominantly with no‑load mutual funds and exchange‑traded funds and maintaining target allocations through documented investment policy statements and periodic rebalancing. The adviser uses research and analytical software to design allocations intended to balance correlation, risk exposure, and long‑term return potential rather than attempting market timing.
Notable distinctions include the firm’s explicit offering of public educational seminars and separate hourly planning services alongside its asset‑based management, and its stated practice of allowing planning fees to be credited toward subsequent investment management engagements. The firm is newly formed and conducts custody and trading through an institutional platform, which it discloses may provide support services to the adviser while clients retain custody and voting rights.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Passive / index investing
Fee options
$0 - $1,250,000: 0.95% $1,250,000+: 0.60%
$325 per hour for limited-scope financial planning engagements
Account minimum: No minimum account size required; however, there is a minimum annual fee of $10,000. Minimum fee: $10,000 minimum annual fee Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Main office location
Iambic Financial L.L.C
Portland OR, United States
Number of offices
1
Most active in
Iambic Financial L.L.C has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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