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GB

Grace Buchanan

PANORAMIC CAPITAL PARTNERS LLC
LAKE OSWEGO, OR 97035
Some features on this profile are disabled
CRD#: 7954238
GB

Professional summary

Grace Buchanan, who also goes by Grace Butler Buchanan, is a registered financial advisor currently at PANORAMIC CAPITAL PARTNERS LLC located in Lake Oswego, Oregon.

Grace is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Grace has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Grace Butler Buchanan

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 Grace Buchanan'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

August 11, 2025 - Present

PANORAMIC CAPITAL PARTNERS LLC

Office #1: 4949 Sw Meadows Road Suite 360, Lake Oswego, OR 97035
RIA
CRD#: 331349
LAKE OSWEGO, OR
Past

September 30, 2024 - June 29, 2025

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Seattle, WA
Past

September 30, 2024 - June 29, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Seattle, 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
PANORAMIC CAPITAL PARTNERS LLC
PANORAMIC CAPITAL PARTNERS LLC

CRD#: 331349 / SEC#: 801-130301

RIA
Registered Investment Advisory firm - (5/17/2024 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
(8/11/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/6/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/28/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/26/2024
Securities Industry Essentials Examination

Current Firm

PC
PANORAMIC CAPITAL PARTNERS LLC
PANORAMIC CAPITAL PARTNERS LLC

CRD#: 331349 / SEC#: 801-130301

RIA
Registered Investment Advisory firm - (5/17/2024 Approved)
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Contact information

Main Address
4949 Sw Meadows Road Suite 360, Lake Oswego, OR 97035
Mailing Address
Phone number
(503) 937-7819
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (5 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

FORM ADV PART 2A - FIRM BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts673
AUM (Assets Under Management)$ 317,010,588

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

PANORAMIC CAPITAL PARTNERS LLC

CRD#: 331349Lake Oswego, OR 97035

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