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 LLC is an independent registered investment adviser that began its SEC registration in 2025. The firm is structured as an LLC with individual ownership and serves both individual/family and institutional clients. Its advisory offering mixes financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Samara charges a combination of percentage-of-AUM fees alongside hourly and fixed fees. The firm does not identify as an ESG-focused investor and is not listed as a multistate adviser. It uses third-party managers for certain alternative exposures rather than acting as a direct capital allocator.
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%
Owners & executives
FINTRXContacts
FINTRXWealth 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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