Griffiths, Dreher & Evans, P.S., CPAs provides portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Griffiths, Dreher & Evans, P.S., CPAs reports 915 clients. They include 838 individual clients and 77 high-net-worth individuals. Of its assets, 100.0% ($311M across 916 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 92% | 35% |
| High-net-worth individuals | 8% | 65% |
| Charitable organizations | 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) | 838 | $108M | 34.7% | $129K |
| High-net-worth individuals | 77 | $203M | 65.2% | $2.64M |
| Charitable organizations | Fewer than 5 | $31.5K | 0.0% | — |
| Total | 915 | $311M | 100% | — |
- Clients
- 838
- Regulatory AUM
- $108M
- AUM share
- 34.7%
- Avg. per client
- $129K
- Clients
- 77
- Regulatory AUM
- $203M
- AUM share
- 65.2%
- Avg. per client
- $2.64M
- Clients
- Fewer than 5
- Regulatory AUM
- $31.5K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 915
- Regulatory AUM
- $311M
- 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
Griffiths, Dreher & Evans, P.S., CPAs charges 0.50%–1.25% a year for its Discretionary Investment Management Services. The fee is billed in advance and is negotiable.
Fee details and sources
Alec Griffiths owns 25% to 50% of Griffiths, Dreher & Evans, P.S., CPAs. The leadership team of Griffiths, Dreher & Evans, P.S., CPAs includes Chief Compliance Officer Alec Griffiths. It has 25 employees, 10 of them in advisory roles.
Leadership
- Alec GriffithsChief Compliance Officer, Shareholder
- Deanna DreherShareholder
- James ColemanShareholder
- Brett SmithShareholder
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- Eric James Blazekovic
- James Shawn Coleman
- Deanna Marie Dreher
- Raymond James Eichten
- Todd William Evans
- Alec Taylor Griffiths
- Gregory Thomas Kelly
- Cameron Douglas Scott
- Brett Gregory Smith
Staff
- 25 employees
- 10 in advisory functions
- 10 state-registered reps
- Owns 25% to 50% of Griffiths, Dreher & Evans, P.S., Cpas
Alec Griffiths
Control person · since October 2023
- Owns 10% to 25% of Griffiths, Dreher & Evans, P.S., Cpas
Deanna Dreher
since September 2003
- Owns 10% to 25% of Griffiths, Dreher & Evans, P.S., Cpas
James Coleman
since June 2017
- Owns 10% to 25% of Griffiths, Dreher & Evans, P.S., Cpas
Brett Smith
since January 2020
Griffiths, Dreher & Evans, P.S., CPAs’ regulatory assets grew 2.7× from $115M (June 2021) to $311M (February 2026); clients rose from 357 to 915 and employees from 12 to 25.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $311M | 915 | 25 | 2 |
| January 2025 | $232M | 792 | 25 | 2 |
| March 2024 | $192M | 669 | 23 | 2 |
| June 2023 | $139M | 553 | 22 | 2 |
| February 2022 | $140M | 438 | 15 | 2 |
| June 2021 | $115M | 357 | 12 | 1 |
Besides its headquarters, Griffiths, Dreher & Evans, P.S., CPAs has 1 office, with 2 listed addresses in Washington.
Washington · 2 listed addresses
- 408 N Mullan RD, SpokaneHQ
- 1951 First Street, Cheney
Contact and registration details
- Legal name
- Griffiths, Dreher & Evans, P.S., Cpas
- Headquarters
- 408 N Mullan RD, Spokane, WA 99206
- Website
- grifco.com
- Phone
- 509-326-4054
- @1844786
- SEC file
- 801-121376
- Structure
- Washington corporation
- Fiscal year end
- December
Griffiths, Dreher & Evans, P.S., CPAs uses Charles Schwab ($310M) as custodian for its separately managed accounts. Griffiths, Dreher & Evans, P.S., CPAs does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $310M100%
At year end, Griffiths, Dreher & Evans, P.S., CPAs’ separately managed accounts were mostly in funds (94%).
What the accounts hold
- Stocks2%
- Funds94%
- Bonds4%
- Cash4%
How many clients does Griffiths, Dreher & Evans, P.S., CPAs have?
Griffiths, Dreher & Evans, P.S., CPAs has 915 clients and manages $311 million for them, as of February 2026. They include 838 individual clients and 77 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 February 2026
What services does Griffiths, Dreher & Evans, P.S., CPAs offer?
Griffiths, Dreher & Evans, P.S., CPAs provides portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Griffiths, Dreher & Evans, P.S., CPAs charge?
Griffiths, Dreher & Evans, P.S., CPAs charges 0.50%–1.25% a year for its Discretionary Investment Management Services. The fee is billed in advance and is negotiable.
Which custodians does Griffiths, Dreher & Evans, P.S., CPAs use?
Griffiths, Dreher & Evans, P.S., CPAs’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $310M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 February 2026
How many financial advisors does Griffiths, Dreher & Evans, P.S., CPAs have?
Griffiths, Dreher & Evans, P.S., CPAs has 10 investment adviser representatives registered with state securities authorities, out of 25 employees, and 10 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 Griffiths, Dreher & Evans, P.S., CPAs invest in?
At the end of its last fiscal year, Griffiths, Dreher & Evans, P.S., CPAs’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 4% U.S. government and agency bonds, 4% cash and equivalents and 2% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Griffiths, Dreher & Evans, P.S., CPAs?
Griffiths, Dreher & Evans, P.S., CPAs’ direct owners are Deanna Dreher, James Coleman, Brett Smith and Alec Griffiths, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 5 February 2026
How does Griffiths, Dreher & Evans, P.S., CPAs get paid?
Griffiths, Dreher & Evans, P.S., CPAs 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
How do I contact Griffiths, Dreher & Evans, P.S., CPAs?
Griffiths, Dreher & Evans, P.S., CPAs’ main office is at 408 N Mullan RD, Spokane, WA 99206. Its phone number is 509-326-4054. Its website is grifco.com.