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PANORAMIC CAPITAL PARTNERS LLC

LAKE OSWEGO, OR · CRD 331349 · IAPD ↗ · 503-937-7819

$392.7MRegulatory AUM
6Advisory reps
7Employees
4Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — PANORAMIC CAPITAL PARTNERS LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
March 2026 — PANORAMIC CAPITAL PARTNERS LLC grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
March 2026 — PANORAMIC CAPITAL PARTNERS LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
October 2024 — PANORAMIC CAPITAL PARTNERS LLC notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
October 2024 — PANORAMIC CAPITAL PARTNERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
October 2024 — PANORAMIC CAPITAL PARTNERS LLC now reports custody of client assets ($802,815).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
October 2024 — PANORAMIC CAPITAL PARTNERS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
June 2024 — PANORAMIC CAPITAL PARTNERS LLC (LAKE OSWEGO, OR) is newly SEC-registered (provisional 120-day approval) with $0 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.