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SAMARA CAPITAL

BEAVERTON, OR · CRD 336178 · IAPD ↗ · samara-capital.com · 888-397-8331

$123.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — SAMARA CAPITAL reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
December 2025 — SAMARA CAPITAL moved its main office from LAKE OSWEGO, OR to BEAVERTON, OR.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
December 2025 — SAMARA CAPITAL added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
December 2025 — SAMARA CAPITAL now reports custody of client assets ($80.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
August 2025 — SAMARA CAPITAL notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2025 — SAMARA CAPITAL (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.