Madrona Financial Services, Llc
- Regulatory AUM
- $692M
- Discretionary
- $692M
- Clients
- 689
- Avg AUM / client
- $1.0M
- Accounts
- 1,813
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 408 | $170M | 24.5% |
| High net worth individuals | 281 | $506M | 73.1% |
| Charitable organizations | Fewer than 5 clients | $16.1M | 2.32% |
| Corporations and other businesses | Fewer than 5 clients | $187K | 0.03% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Kelly Evans | Managing Member, Chief Compliance Officer | Personal Financial Specialist | Jan 1995 (32y) | 50% – 75% |
| Kristi Rae Henderson | Co Coo | CFP Personal Financial Specialist | Nov 2007 (19y) | 10% – 25% |
| Joel Andrew Maher | Co Coo | Jan 2016 (11y) | 10% – 25% | |
| Himmer, Richard, P | Managing Director | Oct 2021 (5y) | Less than 5% | |
| Robert Watson Bauer | Registered representative | Oct 2008 (18y) | ||
| Andrew Glass Conner | Registered representative | Sep 2020 (6y) | ||
| Matthew John Beyer | Registered representative | CFP | Nov 2020 (6y) | |
| Michael David Seely | Registered representative | Nov 2020 (6y) | ||
| Nicholas Conrad Smelser | Registered representative | Feb 2021 (5y) | ||
| Danielle Marie Meister | Registered representative | May 2022 (4y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $668M (97% of AUM) Jun 2026
- Fidelity Brokerage Services $483M (95% of AUM) Sep 2025
- Charles Schwab & Co. $13.3M (5% of AUM) Jan 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗