Etesian Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and retirement plan services. Financial planning was provided to 251–500 clients last fiscal year.
Etesian Wealth Advisors reports 429 clients. They include 396 individual clients, 19 high-net-worth individuals, and 14 corporations and other businesses. Of its assets, 100.0% ($503M across 936 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 92% | 59% |
| High-net-worth individuals | 4% | 32% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
| Charitable organizations | Fewer than 5 | 7% |
| Corporations and other businesses | 3% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 396 | $299M | 59.5% | $756K |
| High-net-worth individuals | 19 | $159M | 31.5% | $8.36M |
| Pension and profit-sharing plans | Fewer than 5 | $7.96M | 1.6% | — |
| Charitable organizations | Fewer than 5 | $32.9M | 6.5% | — |
| Corporations and other businesses | 14 | $4.23M | 0.8% | $302K |
| Total | 429 | $503M | 100% | — |
- Clients
- 396
- Regulatory AUM
- $299M
- AUM share
- 59.5%
- Avg. per client
- $756K
- Clients
- 19
- Regulatory AUM
- $159M
- AUM share
- 31.5%
- Avg. per client
- $8.36M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.96M
- AUM share
- 1.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $32.9M
- AUM share
- 6.5%
- Avg. per client
- —
- Clients
- 14
- Regulatory AUM
- $4.23M
- AUM share
- 0.8%
- Avg. per client
- $302K
Total
- Clients
- 429
- Regulatory AUM
- $503M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Etesian Wealth Advisors charges 0.55%–1.10% a year for its Asset Management Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Consulting is charged hourly and negotiated with each client, with a portion usually payable in advance and the balance on completion.
- Retirement Plan Services
- Retirement plan services are charged as a percentage of plan assets on a standard schedule, from 0.50% on the first $3 million down to 0.15% above $20 million.
Benjamin Wright owns 25% to 50% of Etesian Wealth Advisors. The leadership team of Etesian Wealth Advisors includes President Stanley Lochrie, Chief Investment Officer Benjamin Wright and Chief Compliance Officer Jesse Steele. It has 8 employees, 6 of them in advisory roles.
Leadership
- Stanley LochrieOwner, President
- Jesse SteeleVice President/Chief Compliance Officer
- Barbara LochrieOwner
- Benjamin WrightChief Investment Officer
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Stanley Clayton Lochrie III
- Michael Allen Rue
- Jacob Charles Scarminach
- Jesse Jonathan Steele
- George Lester Taylor
- Marie Magdalena Taylor
- Benjamin W Wright
Staff
- 8 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 25% to 50% of Etesian Wealth Advisors, Inc.
Benjamin Wright
since January 2025
- Owns 25% to 50% of Etesian Wealth Advisors, Inc.
Jesse Steele
Control person · since April 2019
- Owns 10% to 25% of Etesian Wealth Advisors, Inc.
Stanley Lochrie
Control person · since December 2009
- Owns 10% to 25% of Etesian Wealth Advisors, Inc.
Barbara Lochrie
Control person · since July 2012
Etesian Wealth Advisors’ regulatory assets grew 1.9× from $267M (February 2021) to $503M (March 2026); clients rose from 190 to 429 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $503M | 429 | 8 | 3 |
| June 2025 | $427M | 388 | 8 | 3 |
| March 2024 | $285M | 247 | 6 | 2 |
| January 2023 | $258M | 249 | 6 | 2 |
| February 2022 | $293M | 185 | 7 | 2 |
| February 2021 | $267M | 190 | 6 | 2 |
Besides its headquarters, Etesian Wealth Advisors has 2 offices (2 private residences, listed without an address), with 1 listed address in Oregon.
Oregon · 1 listed address
- 1969 Willamette Falls Drive, #200, West LinnHQ
Contact and registration details
- Legal name
- Etesian Wealth Advisors, Inc.
- Headquarters
- 1969 Willamette Falls Drive, #200, West Linn, OR 97068
- Website
- etesianwa.com
- Phone
- 503-387-3615
- @etesian-wealth-advisors-llc
- SEC file
- 801-70785
- Founded
- 2010
- Structure
- Oregon corporation
- Fiscal year end
- December
Etesian Wealth Advisors uses Charles Schwab ($503M) as custodian for its separately managed accounts. Etesian Wealth Advisors has custody of $205M in client assets for 137 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $503M100%
At year end, Etesian Wealth Advisors’ separately managed accounts were mostly in funds (77%) and stocks (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $338M across 141 positions; the largest are Wisdomtree TR (5.8%), Vaneck ETF Trust (5.7%) and Vanguard Tax-managed Fds (5.0%).
What the accounts hold
- Stocks19%
- Exchange-traded equities18%
- Non-exchange-traded equities1%
- Funds77%
- Registered funds76%
- Pooled vehicles1%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash2%
Reported 13F holdings
- $338M
- Reported 13F value
- 141
- Positions
- 40.7%
- In the 10 largest
- +7.9%
- Value vs. prior quarter
- Wisdomtree TR · US Quality Grow5.8%
- Vaneck ETF Trust · Mrngstr Wde Moat5.7%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt5.0%
- Wisdomtree TR · Floatng Rat Trea4.8%
- iShares TR · Core S&P500 ETF4.2%
- First TR Exchng Traded FD VI · Smit Unco BD ETF3.9%
- State Str SPDR S&P 500 ETF T · TR Unit3.2%
- Blackrock ETF Trust · iShares US Equit3.1%
- Apple Inc.2.5%
- J P Morgan Exchange Traded F · Intrnl Res EQT2.5%
Together, the ten largest are 40.7% of reported value.
How many clients does Etesian Wealth Advisors have?
Etesian Wealth Advisors has 429 clients and manages $503 million for them, as of March 2026. They include 396 individual clients, 19 high-net-worth individuals, and 14 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Etesian Wealth Advisors offer?
Etesian Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Etesian Wealth Advisors charge?
Etesian Wealth Advisors charges 0.55%–1.10% a year for its Asset Management Services. The fee is billed in advance or in arrears and is negotiable.
Source: ETESIAN WEALTH ADVISORS, INC. FORM ADV PART 2A, filed 17 March 2026
Which custodians does Etesian Wealth Advisors use?
Etesian Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $503M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Etesian Wealth Advisors have?
Etesian Wealth Advisors has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Etesian Wealth Advisors invest in?
At the end of its last fiscal year, Etesian Wealth Advisors’ separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 2% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Etesian Wealth Advisors?
Etesian Wealth Advisors’ direct owners are Stanley Lochrie, Barbara Lochrie, Benjamin Wright and Jesse Steele, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Etesian Wealth Advisors get paid?
Etesian Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Etesian Wealth Advisors?
Etesian Wealth Advisors’ main office is at 1969 Willamette Falls Drive, #200, West Linn, OR 97068. Its phone number is 503-387-3615. Its website is etesianwa.com.