PA
PRIVATE ADVISORY
SEC RegisteredREDMOND, WAhttps://privateadvisory.com425-498-2320
Assets Under Management
$1B–$5B
Employees
31
Office Locations
2 offices
Total Accounts
2461
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net Worth
Services
retirement_planningestate_planningtax_planningwealth_management
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 394 | $188M |
| High Net Worth Individuals | 284 | $1.5B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Llc Aspen Grove Equity Solutions
MEMBER
Bean Holdings Llc
MEMBER
Douglas Reed Bean
CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER
S. Christopher Bean
CHIEF EXECUTIVE OFFICER
Timothy Joseph Feehan
MEMBER & MANAGEMENT COMMITTEE MEMBER
Robert Joseph Jesenik
MEMBER & MANAGEMENT COMMITTEE MEMBER
Brian Arthur Oliver
MEMBER & MANAGEMENT COMMITTEE MEMBER
Inc. Aequitas Capital Management
MEMBER
Llc Aequitas Holdings
SHAREHOLDER
Llc Aequitas Management
MEMBER & MANAGER
Robert Joseph Jesenik
MEMBER & MANAGER
Brian Arthur Oliver
MEMBER & MANAGER
Andrew N Macritchie
MEMBER & MANAGER
Craig Jay Froude
MEMBER & MANAGER
Craig Jay Froude
PRESIDENT
Olaf Janke
MEMBER AND MANAGER
Douglas Reed Bean
MEMBER
S. Christopher Bean
MEMBER
Andrew N Macritchie
MEMBER & MANAGEMENT COMMITTEE MEMBER
Ronald Jay Robertson
MEMBER & MANAGEMENT COMMITTEE MEMBER
Office locations
2 offices in 2 states
WA
REDMONDHQ
UT
DRAPER
Advisors at this firm
5 advisors in the directory
Parker Anderson
Investment Adviser Representative
Angelina Petrovna Bulbotka
Investment Adviser Representative
Amanda Desiree Dixon
Investment Adviser Representative
Katherine Ann Ludeman
Investment Adviser Representative
Adam Powell
Investment Adviser Representative
Regulatory & compliance
CRD number
#170043
SEC Number
801-79100
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $500,000 (waivable)
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
privateadvisory.comPhone
425-498-2320Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PRIVATE ADVISORY has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.