Samara Capital
Firm details
- Headquarters
- Beaverton, Oregon
- CRD number
- 336178
- Registered since
- May 7, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.61%
- Individuals32.5%
- Corporations / Businesses4.78%
- Charitable Organizations0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Samara Capital is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. Ownership is held by an individual and the firm serves both high-net-worth individuals and families as well as institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include percentage-of-assets, hourly charges, and fixed-fee engagements. Samara Capital does not position itself as a capital allocator and does not identify as an active ESG investor. The firm lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds32%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Contacts
2 of 2
Andrew Mauss
Advisor & Financial PlannerCRD 7939404
Tasha Mauss
OwnerCRD 5373393
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$70.6M in ETFs
100%
$70.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $17.6M | 192,412 | 24.98% |
Location
Beaverton, OR
Washington
Location
Beaverton, OR
Headquartered in Beaverton, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 8625 Sw Cascade Ave
- Time zone
- PT (UTC-8)
- Office locations
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