Eric A. Boughton

MATISSE CAPITAL

Portland, OR 97224

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CRD#: 4575239

Professional summary

Eric Andrew Boughton is a registered financial advisor currently at MATISSE CAPITAL located in Portland, Oregon.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Eric has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Eric Andrew Boughton'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

November 24, 2010 - Present

MATISSE CAPITAL

Office #1: 15350 Sw Sequoia Pkwy Suite 260, Portland, OR 97224

RIA

CRD#: 155424

Portland, OR

Past

September 11, 2006 - November 23, 2011

DESCHUTES INVESTMENT ADVISORS, INC.

RIA

CRD#: 109491

PORTLAND, OR

Past

June 15, 2001 - August 4, 2006

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

RIA

CRD#: 111331

SOUTH BEND, IN

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".

MATISSE CAPITAL

DESCHUTES PORTFOLIO STRATEGIES | MATISSE CAPITAL | DESCHUTES PORTFOLIO STRATEGY, LLC

CRD#: 155424 / SEC#: 801-72004

RIA

Registered Investment Advisory firm - (11/23/2010 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
(11/24/2010)

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

State Security Law Exam

IAR

Series 65

Date: 6/27/2000

Uniform Investment Adviser Law Examination

Current Firm

MATISSE CAPITAL

DESCHUTES PORTFOLIO STRATEGIES | MATISSE CAPITAL | DESCHUTES PORTFOLIO STRATEGY, LLC

CRD#: 155424 / SEC#: 801-72004

RIA

Registered Investment Advisory firm - (11/23/2010 Approved)

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Contact information

Main Address

15350 Sw Sequoia Pkwy Suite 260, Portland, OR 97224

Mailing Address

Phone number

(503) 210-3000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MATISSE ADV PART 2A AND 2B (3/27/2025)

Regulatory assets under management

Total Number of Accounts	738
AUM (Assets Under Management)	$ 1,501,860,305

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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Eric A. Boughton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Andrew Boughton's CRS (Customer Relationship Summary).

Certified licenses

Experience

MATISSE CAPITAL

DESCHUTES INVESTMENT ADVISORS, INC.

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

Primary Firm SEC Registration

MATISSE CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 6/27/2000

Current Firm

MATISSE CAPITAL

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATISSE CAPITAL

TRUST BUT VERIFY

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