Grace Buchanan

Financial advisor at Panoramic Capital Partners LLC · Lake Oswego, OR

Last updated 2026-10-10

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Grace Buchanan is a financial advisor at Panoramic Capital Partners LLC in Lake Oswego, OR, CRD 7954238. Licenses and exams on the registration: Series 66. IAPD registration began 2024-09-30.

Registration

CRD number
7954238
Registration status
Active
IAPD registration
2024-09-30
Industry Experience
2 years
Work Experience
12 years
States registered
OR

Licenses and exams

  • Series 66

Work history

  • 2023-08 to 2024-05 · Gonzaga University · Portland, WA
  • 2024-07 to 2025-06 · J.P. Morgan Securities LLC · Seattle, WA
  • 2024-07 to 2025-06 · Jpmorgan Chase Bank, N.A. · Seattle, WA
  • 2023-05 to 2023-08 · West Monroe · Seattle, WA
  • 2021-06 to 2021-08 · Tumbleweed · Portland, OR
  • 2019-06 to 2021-08 · Thesis · Portland, OR
  • 2020-08 to 2024-05 · Gonzaga University · Spokane, WA
  • 2014-07 to 2019-06 · Unemployed · Portland, OR
  • 2025-07 to Present · Panoramic Capital Partners LLC · Lake Oswego, OR

Current employment

SEC IAPD record for Grace Buchanan

Panoramic Capital Partners LLC

Regulatory AUM
$392,668,358
Registered advisors
6
Offices
3
Clients per advisor
26.5 (Low)
Average AUM per client
$2.5M (Low)
High-net-worth client ratio
63.5% (High)

Panoramic Capital Partners LLC: advisors, services and reported ETF investments

About

Grace Buchanan is a financial advisor at Panoramic Capital Partners LLC in Lake Oswego, OR. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 12 years of reported work history. Reported roles include J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A., Gonzaga University, West Monroe, among others.

Panoramic Capital Partners LLC's firm-level Form ADV reports 6 advisors across 3 offices; approximately 26.5 clients per advisor, average assets per client of $2,469,612, and regulatory AUM of $392.7M; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Other Advisory Service.

PortfolioFuture's firm-level 13F analysis covers $174M across 25 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Grace Buchanan personally.

Reported ETF positions

Panoramic Capital Partners reports 25 ETF positions worth $174M on Form 13F; the largest are listed.

Largest ETF positions reported by Panoramic Capital Partners
FundReported value
IVV — iShares Core S&P 500 ETF$46.6M
OEF — iShares S&P 100 Fund$23.7M
CGCB — Capital Group Core Bond ETF$21.9M
IJR — iShares Core S&P Small-Cap ETF$19.9M
CGGE — Capital Group Global Equity ETF$17.7M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Panoramic Capital Partners LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Insurance Company or Agency

Location

4949 Meadows Road, Lake Oswego, OR 97035

6 advisors at this office.

Panoramic Capital Partners office in Lake Oswego, OR

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Grace Buchanan?

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