Daniel Creston Sholian

Employer firm

Matisse Capital CRD 155424

$1.63B regulatory AUM 2 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Matisse Capital

15350 Sw Sequoia Pkwy Suite 260, Portland, OR 97224 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-01-01

OR RA
APPROVED

Since 2025-01-01

Branch Locations

15350 Sw Sequoia Pkwy Suite 260, Portland, OR 97224 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Deschutes Portfolio Strategies	Portland	OR	11/2010	Present

11/2010 → Present

Deschutes Portfolio Strategies

Portland, OR

Previous Registrations

2006-03-06 → 2011-11-23

Deschutes Investment Advisors, Inc.

Portland, OR
1998-03-01 → 2004-12-31

Deschutes Investment Advisors, Inc.

Portland, OR

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1982-04-26

S63 Uniform Securities Agent State Law Examination

1982-04-26

Other Names

Dan Sholian

View on SEC IAPD

Employer firm

Current Employers

Matisse Capital

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Nearby Firms

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