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BH

Bryn D. Harman

PALOUSE CAPITAL MANAGEMENT
Spokane, WA 99201
Some features on this profile are disabled
CRD#: 4986126
BH

Professional summary


Bryn Douglas Harman is a registered financial advisor currently at PALOUSE CAPITAL MANAGEMENT, INC. located in Spokane, Washington.

Bryn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Bryn has worked at 2 firms .

top-8-questions

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.
HUNT MINING CORP. (NOT INVESTMENT RELATED), 1611 N MOLTER STE 201, LIBERTY LAKE, WA 99019. NATURE OF BUSINESS: THROUGH ITS SUBSIDIARIES, THE EXPLORATION OF PRECIOUS METALS. POSITION: DIRECTOR. START DATE OF RELATIONSHIP: MARCH 2011. TIME DEVOTED: TYPICALLY 8 HOURS/QUARTER (MAY OR MAY NOT OCCUR DURING TRADING HOURS)

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Bryn Douglas Harman'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 15, 2011 - Present

PALOUSE CAPITAL MANAGEMENT, INC.

Office #1: 1212 N Washington Street Suite 300, Spokane, WA 99201
RIA
CRD#: 104573
Spokane, WA
Past

July 5, 2005 - November 13, 2007

ICM ASSET MANAGEMENT INC

RIA
CRD#: 105046
SPOKANE, WA

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".
PC
PALOUSE CAPITAL MANAGEMENT, INC.
KEN ROBERTS INVESTMENT MANAGEMENT, INC. | PALOUSE CAPITAL MANAGEMENT, INC. | PALOUSE CAPITAL ADVISORS

CRD#: 104573 / SEC#: 801-46893

RIA
Registered Investment Advisory firm - (6/30/1994 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
Washington
(7/15/2011)

Exams


Current Firm


PC
PALOUSE CAPITAL MANAGEMENT, INC.
KEN ROBERTS INVESTMENT MANAGEMENT, INC. | PALOUSE CAPITAL MANAGEMENT, INC. | PALOUSE CAPITAL ADVISORS

CRD#: 104573 / SEC#: 801-46893

RIA
Registered Investment Advisory firm - (6/30/1994 Approved)
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Contact information


Main Address
1212 N Washington Street Suite 300, Spokane, WA 99201
Mailing Address
Phone number
(509) 624-5591
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (15 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PCM ADV 2A-KREHBIEL (3/31/2025)

Regulatory assets under management


Total Number of Accounts892
AUM (Assets Under Management)$ 326,533,888

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.

Company Information


PALOUSE CAPITAL MANAGEMENT, INC.

CRD#: 104573Spokane, WA 99201

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