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MODERNIST FINANCIAL, LLC

PORTLAND, OR · CRD 217511 · IAPD ↗ · (971) 544-7417

$113.3MRegulatory AUM
3Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
August 2026 — MODERNIST FINANCIAL, LLC changed its website from modernistfinancial.com to modernistuniversity.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
July 2026 — MODERNIST FINANCIAL, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2026 — MODERNIST FINANCIAL, LLC (PORTLAND, OR) is newly SEC-registered with $113.3M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.