# Modernist Financial, LLC: new SEC registration, $113M AUM, Portland, OR

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Modernist Financial, LLC |
| Legal name | Modernist Financial, LLC |
| CRD | 217511 |
| Status | Approved |
| Registered with the SEC | 2026-03-02 |
| Latest Form ADV filing | 2026-08-19 |
| Location | Portland, OR, United States |
| Regulatory AUM | $113,275,149 |
| Accounts | 264 |
| Employees | 5 |
| Website | HTTPS://WWW.LINKEDIN.COM/COMPANY/MODERNIST-FINANCIAL/ |

## Why this score
- $113M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/217511). Last refreshed: 2026-11-04T21:45:24.609Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.