PANORAMIC CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2024

Total AUM

$393M

Discretionary

$393M

100% of AUM

Avg account

$552K

Accounts

712

Employees

Advisory reps

Firm details

Headquarters: LAKE OSWEGO, Oregon
CRD number: 331349
Registered since: May 17, 2024
Website: panoramiccp.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI90.42%
Individuals7.85%
Charitable Organizations1.57%
Corporations / Businesses0.16%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Panoramic Capital Partners LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm focuses on serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. It also operates as an insurance broker, which it uses alongside advisory services to construct funded solutions and risk-management overlays for clients. Investment activity centers on a public-funds-first approach combined with access to third‑party alternative managers. The firm charges a mix of percentage-of-AUM and fixed fees and manages client relationships on a discretionary basis. Panoramic is not identified as an active ESG investor.