Northwest Investment Advisors, Inc
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ADV data as of Mar 25, 2026
- Regulatory AUM
- $45.3M
- Discretionary
- $0
- Clients
- 115
- Avg AUM / client
- $394K
- Accounts
- 115
- Employees
- 15
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 115 | $45.3M | 100.0% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sean Michael Grubb | Registered representative | Mar 2004 (22y) | ||
| Torrey Jon Holmquist | Registered representative | Oct 2008 (18y) | ||
| Sandra Ann Murray | Registered representative | May 2014 (12y) | ||
| Kevin Thomas Burnett | Registered representative | Oct 2017 (9y) | ||
| Kenneth Luke Kay | Registered representative | Apr 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗