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Samara Capital CRD 336178
$123M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8625 Sw Cascade Ave Suite 506, Beaverton, OR 97008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-07-31 |
| TX | RA | APPROVED | 2025-07-31 |
Branch Locations
8625 Sw Cascade Ave Suite 506, Beaverton, OR 97008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Partners Ltd | Independence | OH | 06/2024 | 05/2025 |
| Samara Investment Management, Llc | Lake Oswego | OR | 04/2024 | 05/2025 |
| Rlm Woodworking, Inc. | Forest Grove | OR | 06/2000 | 08/2022 |
| Unemployed | Portland | OR | 09/2022 | 03/2024 |
| Samara Investment Management, Llc | Lake Oswego | OR | 05/2025 | Present |
1.Other Business Name: Aura Asset Holdings, LLC. Non-Investment Related. 2240 SW Garden View Avenue, Portland, OR 97225. Commercial Real Estate (Dormant). Managing Member. Start Date: 2004. 0-1 Hours Per Month. Dormant Company - No Current Operations 2 .RLM Woodworking, Inc. Non-Investment Related. 2240 SW Garden View Avenue, Portland, OR 97225. Dormant Company. Vice President/Secretary. Start Date: 2004. 0-1 Hours Per Month. Dormant Company - No Current Operations 3. Friends of the Children. Non-Investment related. 424 Northeast 172nd Avenue, Portland, OR 97230. Nonprofit Organization. Board Member. Start Date: 2024. 2 Hours Per Month. 0 Hours during security trading hours. Nonprofit Ambassador Board Service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-31 |
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