Gretchen Stangier provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Gretchen Stangier reports 496 clients. They include 395 individual clients and 101 high-net-worth individuals. Of its assets, 100.0% ($300M across 1,512 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 38% |
| High-net-worth individuals | 20% | 62% |
| Pension and profit-sharing plans | Fewer than 5 | <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) | 395 | $113M | 37.6% | $286K |
| High-net-worth individuals | 101 | $186M | 62.0% | $1.85M |
| Pension and profit-sharing plans | Fewer than 5 | $1.01M | 0.3% | — |
| Total | 496 | $300M | 100% | — |
- Clients
- 395
- Regulatory AUM
- $113M
- AUM share
- 37.6%
- Avg. per client
- $286K
- Clients
- 101
- Regulatory AUM
- $186M
- AUM share
- 62.0%
- Avg. per client
- $1.85M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.01M
- AUM share
- 0.3%
- Avg. per client
- —
Total
- Clients
- 496
- Regulatory AUM
- $300M
- AUM share
- 100%
- Avg. per client
- —
- 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
Gretchen Stangier charges 0.35%–0.99% a year for its Investment management fee. The fee is billed in advance and is negotiable.
Fee details and sources
Gretchen Stangier Revocable Trust owns 75% or more of Gretchen Stangier. The leadership team of Gretchen Stangier includes President Gretchen Stangier and Chief Compliance Officer Carol Young. It has 4 employees.
Leadership
- Gretchen StangierPresident
- Carol YoungChief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Gretchen Stangier
- Carol Lynn Young
Staff
- 4 employees
- 4 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Gretchen Stangier, Inc.
Gretchen Stangier Revocable Trust
Control person · since January 2021
Gretchen Stangier
Trustee · Control person · since January 2021
Carol Young
Trustee · Control person · since January 2021
Gretchen Stangier’s regulatory assets grew 1.6× from $185M (February 2021) to $300M (January 2026); clients fell from 633 to 496 and employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $300M | 496 | 4 | 1 |
| July 2025 | $258M | 476 | 4 | 1 |
| February 2024 | $235M | 702 | 3 | 1 |
| July 2023 | $210M | 636 | 4 | 1 |
| February 2022 | $217M | 633 | 4 | 1 |
| February 2021 | $185M | 633 | 3 | 1 |
Besides its headquarters, Gretchen Stangier has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 12550 Se 93rd Ave, Suite 340, ClackamasHQ
Contact and registration details
- Legal name
- Gretchen Stangier, Inc.
- Headquarters
- 12550 Se 93rd Ave, Suite 340, Clackamas, OR 97015
- Website
- stangierwealthmanagement.com
- Phone
- 503-257-0057
- SEC file
- 801-111889
- Structure
- Oregon corporation
- Fiscal year end
- December
Gretchen Stangier uses Axos Clearing ($296M) as custodian for its separately managed accounts. Gretchen Stangier does not have custody of client assets.
- Axos ClearingAxos Clearing LLC · Omaha, NE · $296M100%
At year end, Gretchen Stangier’s separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
How many clients does Gretchen Stangier have?
Gretchen Stangier has 496 clients and manages $300 million for them, as of January 2026. They include 395 individual clients and 101 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 January 2026
What services does Gretchen Stangier offer?
Gretchen Stangier provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Gretchen Stangier charge?
Gretchen Stangier charges 0.35%–0.99% a year for its Investment management fee. The fee is billed in advance and is negotiable.
Which custodians does Gretchen Stangier use?
Gretchen Stangier’s separately managed account assets are held at Axos Clearing LLC (Omaha, NE), with $296M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 January 2026
How many financial advisors does Gretchen Stangier have?
Gretchen Stangier has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 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 Gretchen Stangier invest in?
At the end of its last fiscal year, Gretchen Stangier’s separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gretchen Stangier?
Gretchen Stangier’s direct owner is Gretchen Stangier Revocable Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 7 January 2026
How does Gretchen Stangier get paid?
Gretchen Stangier is paid through a percentage of assets under management. 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
Is Gretchen Stangier registered with the SEC?
Yes, Gretchen Stangier has been registered with the SEC as an investment adviser since 19 October 2017. Its CRD number is 171336 and its SEC file number is 801-111889.
Source: Form ADV Part 1A, Item 1, filed 7 January 2026; IAPD firm record
How do I contact Gretchen Stangier?
Gretchen Stangier’s main office is at 12550 Se 93rd Ave, Suite 340, Clackamas, OR 97015. Its phone number is 503-257-0057. Its website is stangierwealthmanagement.com.