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Olympic Financial Advisors
Olympic Financial Advisors is a Seattle-based RIA and multi-family office serving high-net-worth families with investment management and wealth planning.
Olympic Financial Advisors
Olympic Financial Advisors, LLC is registered as an investment advisor in Washington State, with its principal office in Seattle. The firm's founding year and founder are not publicly disclosed. It positions itself as a multi-family office, serving high-net-worth families with comprehensive wealth management and investment advisory services (per SEC Form ADV, 2025). The firm's investment approach spans asset classes including publicly traded securities, private credit, real estate, and hedge funds. It operates under a discretionary and non-discretionary advisory structure, offering direct investments and co-investment opportunities alongside clients. Geographic focus appears to be primarily U.S.-based, given its regulatory filings. The firm's SEC registration indicates it manages client assets on a fee-based model (per SEC Form ADV, 2025). No public data is available on the firm's total AUM, number of professionals, or office footprint beyond Seattle. The firm has not disclosed any notable recent deal activity or portfolio companies. As of 2025, it maintains registration with the SEC and the Washington State securities regulator. No affiliated philanthropic or operating-company structures have been identified (public record, 2025). The firm's structural differentiator lies in its multi-family office model, which allows it to serve multiple unrelated families while maintaining a fiduciary duty. This contrasts with single-family offices that serve one family. The firm's SEC registration as an RIA subjects it to regulatory oversight, which is a structural constraint that shapes its compliance posture (per SEC regulatory filings).
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Seattle
Corporate office
Seattle, WA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Olympic Financial Advisors?
The firm does not publicly disclose individual principals or CIOs. As a registered investment advisor, investment decisions are made by the advisory team, subject to the firm's fiduciary duty. The lack of public disclosure is typical for a private RIA (public record, 2025).
Is Olympic Financial Advisors structured as a single family office or multi-family office?
The firm operates as a multi-family office, providing wealth management services to multiple unrelated high-net-worth families. This structure distinguishes it from a single-family office, which serves one family's capital. The firm's SEC registration reflects this model (SEC Form ADV, 2025).
What investment stages does Olympic Financial Advisors typically target?
The firm's investment universe includes publicly traded securities, private credit, real estate, and hedge funds, as per its SEC Form ADV. It does not publicly disclose specific stage preferences or minimum investment thresholds. The firm appears to focus on liquid and alternative strategies for high-net-worth clients (SEC Form ADV, 2025).
Does Olympic Financial Advisors participate in fund commitments or only direct deals?
The firm's SEC filing indicates it invests in both discretionary and non-discretionary vehicles, which may include fund commitments and direct deals. It offers direct investments and co-investment opportunities alongside clients, though no specific deals have been publicly named (SEC Form ADV, 2025).
How does Olympic Financial Advisors source proprietary deal flow?
The firm does not publicly describe its deal sourcing methods. As a multi-family office, it may leverage its network of clients and advisors to access private investment opportunities. No proprietary deal flow or sourcing strategy has been disclosed (public record, 2025).
Where does the underlying wealth come from for clients of Olympic Financial Advisors?
The firm does not disclose the specific sources of its clients' wealth. Given its multi-family office model, wealth may originate from a variety of backgrounds including entrepreneurial, inherited, or professional services. No wealth-origin information is available (public record, 2025).
Does Olympic Financial Advisors maintain philanthropic structures?
No publicly available information indicates that Olympic Financial Advisors operates a charitable foundation or philanthropic arm. The firm appears to focus exclusively on investment advisory and wealth management services (public record, 2025).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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