Skip to the page
Get started free

Data / Investment advisers / Serving charitable organizations / Idaho

Investment advisers in Idaho serving charitable organizations: 25 firms

25 SEC registered investment advisers with a main office in Idaho report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $1.8 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is The Caprock Group, LLC.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Get charitable organizations advisers in IdahoWatch new advisers in Idaho
  • 25Advisers
  • $1.8 billionAUM from this client type
  • 25Advisers over $100 million
  • November 2, 2026File date

Advisers in Idaho serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
The Caprock Group, LLCBoise16$1.18 billion$12.48 billionadviserinfo.sec.gov
Venturi Private WealthBoise20$218.3 million$3.58 billionadviserinfo.sec.gov
Aspen Capital Management, LLCBoise32$122.5 million$1.34 billionadviserinfo.sec.gov
Mountain Pacific Investment Advisers, LLCBoise15$47.6 million$933.7 millionadviserinfo.sec.gov
RW Investment Management LLCEagle7$47.2 million$1.73 billionadviserinfo.sec.gov
DB FitzpatrickBoiseFewer than 5$29.2 million$487 millionadviserinfo.sec.gov
Doceo Wealth, LLCMeridian1$27.5 million$274 millionadviserinfo.sec.gov
American Capital Advisory, LLCKetchum11$26.3 million$334.4 millionadviserinfo.sec.gov
Figure 8 Investment Strategies LLCBoise12$15.2 million$233.4 millionadviserinfo.sec.gov
Inspire Advisors, LLCMeridian13$13.7 million$1.33 billionadviserinfo.sec.gov
Helmstar Wealth ManagementBoise2$9.5 million$785.6 millionadviserinfo.sec.gov
Continuum Advisory, LLCEagle30$9.5 million$1.91 billionadviserinfo.sec.gov
Arcadia Investment Advisors, LLCEagle4$6.9 million$345.8 millionadviserinfo.sec.gov
Inspire Investing, LLCMeridian12$5.7 million$3.96 billionadviserinfo.sec.gov
Onyx Financial Advisors, LLCIdaho Falls7$4.9 million$506.4 millionadviserinfo.sec.gov
American Independent Securities Group, LLCEagle13$4.9 million$986.3 millionadviserinfo.sec.gov
Perspective Wealth Partners, LLCBoise18$4.6 million$843.9 millionadviserinfo.sec.gov
Pacific Value, LLCBoise1$4 million$190 millionadviserinfo.sec.gov
Williams and Schiller Wealth Management, LLCSandpoint3$2.9 million$120.7 millionadviserinfo.sec.gov
BR Wealth ManagementBoise4$2.1 million$328.8 millionadviserinfo.sec.gov
Arrien Investments, Inc.BoiseFewer than 5$1.7 million$226.6 millionadviserinfo.sec.gov
Rockhill Advisors LLCVictorFewer than 5$1.2 million$174.2 millionadviserinfo.sec.gov
Summit Wealth and Retirement PartnersEagleFewer than 5$122,885$978.1 millionadviserinfo.sec.gov
Sand Creek Capital, LLCRexburg1$73,389$471.2 millionadviserinfo.sec.gov
Enduring Wealth Management, LLCMeridian1$1$205 millionadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.