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(Cincinnati, OH), with $441M and Dorsey & Whitney Trust Company (Sioux Falls, SD), with $59.9M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 December 2025","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does First Washington have?","answer":"First Washington has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does First Washington invest in?","answer":"At the end of its last fiscal year, First Washington’s separately managed accounts held 81% exchange-traded equities, 19% cash and equivalents and 5% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns First Washington?","answer":"First Washington is owned through a holding company by David Dixon Lewis. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}