Michael J. Kaiser

SAMARA CAPITAL

BEAVERTON, OR 97008

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CRD#: 1025317

Professional summary

Michael Jay Kaiser, who also goes by Mike Kaiser, is a registered financial advisor currently at SAMARA CAPITAL located in Beaverton, Oregon.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Kaiser

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jay Kaiser's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 25, 2025 - Present

SAMARA CAPITAL

Office #1: 8625 Sw Southwest Cascade Ave Suite 506, Beaverton, OR 97008

RIA

CRD#: 336178

BEAVERTON, OR

Past

February 14, 2017 - June 1, 2021

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

RIA

CRD#: 168256

PORTLAND, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SAMARA CAPITAL

SAMARA CAPITAL | SAMARA INVESTMENT MANAGEMENT, LLC

CRD#: 336178 / SEC#: 801-132735

RIA

Registered Investment Advisory firm - (5/7/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(7/25/2025)

IAR

Texas
(7/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

SAMARA CAPITAL

SAMARA CAPITAL | SAMARA INVESTMENT MANAGEMENT, LLC

CRD#: 336178 / SEC#: 801-132735

RIA

Registered Investment Advisory firm - (5/7/2025 Approved)

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Contact information

Main Address

8625 Sw Southwest Cascade Ave Suite 506, Beaverton, OR 97008

Mailing Address

Phone number

(888) 397-8331

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	94
AUM (Assets Under Management)	$ 114,194,710

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Michael J. Kaiser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jay Kaiser's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAMARA CAPITAL

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

Primary Firm SEC Registration

SAMARA CAPITAL

State Registrations and Notice Filings

Exams

Current Firm

SAMARA CAPITAL

Contact information

SEC notice filing (9 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

SAMARA CAPITAL

TRUST BUT VERIFY

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