917 Advisory Services provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
917 Advisory Services reports 195 clients. They include 132 individual clients, 58 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 100.0% ($168M across 620 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 24% |
| High-net-worth individuals | 30% | 66% |
| Pension and profit-sharing plans | 3% | 10% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 132 | $40.5M | 24.2% | $307K |
| High-net-worth individuals | 58 | $110M | 65.7% | $1.9M |
| Pension and profit-sharing plans | 5 | $17M | 10.1% | $3.4M |
| Total | 195 | $168M | 100% | $859K |
- Clients
- 132
- Regulatory AUM
- $40.5M
- AUM share
- 24.2%
- Avg. per client
- $307K
- Clients
- 58
- Regulatory AUM
- $110M
- AUM share
- 65.7%
- Avg. per client
- $1.9M
- Clients
- 5
- Regulatory AUM
- $17M
- AUM share
- 10.1%
- Avg. per client
- $3.4M
Total
- Clients
- 195
- Regulatory AUM
- $168M
- AUM share
- 100%
- Avg. per client
- $859K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
917 Advisory Services is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Standalone financial planning is billed at an hourly fee of up to $200, negotiable, with an estimate of hours and costs given before engagement.
- Retirement Plan Advisory Services
- Retirement plan advisory fees are an annual asset-based fee of up to 2.00%, billed quarterly in advance or in arrears.
John Schram owns 75% or more of 917 Advisory Services. The leadership team of 917 Advisory Services includes Chief Compliance Officer Barbara Miller. It has 4 employees, 3 of them in advisory roles.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 75% or more of 917 Advisory Services LLC
John Schram
Control person · since April 2024
917 Advisory Services’ regulatory assets grew Infinity× from $0 (July 2024) to $168M (April 2026); employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $168M | 195 | 4 | 1 |
| Feb 2025February 2025 | $130M | 191 | 4 | 1 |
| Jul 2024July 2024 | $0 | 0 | 3 | 1 |
Besides its headquarters, 917 Advisory Services has 0 offices, with 1 listed address in 1 state.
Washington · 1 listed address
- 917 S Monroe St, SpokaneHQ
Contact and registration details
- Legal name
- 917 Advisory Services LLC
- Headquarters
- 917 S Monroe St, Spokane, WA 99204
- Website
- johnschram.com
- Phone
- 509-328-5627
- SEC file
- 801-130529
- Structure
- Washington LLC
- Fiscal year end
- December
917 Advisory Services’ named custodian for separately managed accounts is LPL Financial ($165M). 917 Advisory Services does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $165M100%
At year end, 917 Advisory Services’ separately managed accounts were mostly in funds (82%) and stocks (11%).
What the accounts hold
- Stocks11%
- Funds82%
- Cash7%
How many clients does 917 Advisory Services have?
917 Advisory Services has 195 clients and manages $168 million for them, as of April 2026. They include 132 individual clients, 58 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does 917 Advisory Services offer?
917 Advisory Services provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does 917 Advisory Services use?
917 Advisory Services’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $165M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026
How many financial advisors does 917 Advisory Services have?
917 Advisory Services has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does 917 Advisory Services invest in?
At the end of its last fiscal year, 917 Advisory Services’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities and 7% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns 917 Advisory Services?
917 Advisory Services’ direct owner is John Schram (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does 917 Advisory Services get paid?
917 Advisory Services is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact 917 Advisory Services?
917 Advisory Services’ main office is at 917 S Monroe St, Spokane, WA 99204. Its phone number is 509-328-5627. Its website is johnschram.com.