{"url":"https://nivawealth.com/firms/griffiths-dreher-and-evans-p-s-cpas-142448","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/142448","regulatoryAum":311409733,"crd":"142448","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7207691","suffix":null,"lastName":"BLAZEKOVIC","firstName":"ERIC","middleName":"JAMES"},{"crd":"5429369","suffix":null,"lastName":"COLEMAN","firstName":"JAMES","middleName":"SHAWN"},{"crd":"5245345","suffix":null,"lastName":"DREHER","firstName":"DEANNA","middleName":"MARIE"},{"crd":"7499555","suffix":null,"lastName":"Eichten","firstName":"Raymond","middleName":"James"},{"crd":"5245335","suffix":null,"lastName":"EVANS","firstName":"TODD","middleName":"WILLIAM"},{"crd":"7362569","suffix":null,"lastName":"Griffiths","firstName":"Alec","middleName":"Taylor"},{"crd":"6882578","suffix":null,"lastName":"KELLY","firstName":"GREGORY","middleName":"THOMAS"},{"crd":"7257736","suffix":null,"lastName":"Scott","firstName":"Cameron","middleName":"Douglas"},{"crd":"5857475","suffix":null,"lastName":"SMITH","firstName":"BRETT","middleName":"GREGORY"}],"total":9,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-04","regulatoryAum":114576109,"clients":357,"employees":12,"offices":1},{"filedOn":"2022-02-23","regulatoryAum":139778925,"clients":438,"employees":15,"offices":2},{"filedOn":"2023-06-30","regulatoryAum":139287511,"clients":553,"employees":22,"offices":2},{"filedOn":"2024-03-03","regulatoryAum":191967412,"clients":669,"employees":23,"offices":2},{"filedOn":"2025-01-27","regulatoryAum":232218590,"clients":792,"employees":25,"offices":2},{"filedOn":"2026-02-05","regulatoryAum":311409733,"clients":915,"employees":25,"offices":2}],"secFileNumber":"801-121376","legalName":"Griffiths, 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Griffiths, Dreher & Evans, P.S., CPAs offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Griffiths, Dreher & Evans, P.S., CPAs charge?","answer":"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.","source":"ADV PART 2 BROCHURE, filed 5 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Griffiths, Dreher & Evans, P.S., CPAs use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Griffiths, Dreher & Evans, P.S., CPAs have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Griffiths, Dreher & Evans, P.S., CPAs invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Griffiths, Dreher & Evans, P.S., CPAs?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Griffiths, Dreher & Evans, P.S., CPAs get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Griffiths, Dreher & Evans, P.S., CPAs?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 5 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}