AdvisorCensus / Financial advisors / Oregon / Portland / Cascade Investment Advisors, Inc.
Cascade Investment Advisors, Inc. is an SEC-registered investment advisory firm in Oregon City, OR, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.
Quick answers
From the filingHow is Cascade Investment Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Cascade Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Cascade Investment Advisors, Inc. located?
Cascade Investment Advisors, Inc.'s principal office is in Oregon City, OR, according to its Form ADV.
Is Cascade Investment Advisors, Inc. registered with the SEC or a state?
Cascade Investment Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 117294.
How much does Cascade Investment Advisors, Inc. manage?
Cascade Investment Advisors, Inc. reports $360,420,745 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (93% discretionary).
How have Cascade Investment Advisors, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Cascade Investment Advisors, Inc.: Regulatory assets under management: $257,047,416 in the October 2021 data and $360,420,745 in the October 2026 data, up 40%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Cascade Investment Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (115); high net worth individuals (62).
Which custodians does Cascade Investment Advisors, Inc. use?
Cascade Investment Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Cascade Investment Advisors, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117294
Does Cascade Investment Advisors, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated February 20, 2026 says: "We have no minimum account size, but portfolios need to be large enough to allow us to use our best ideas, accomplish diversification, and achieve your goals."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
We have no minimum account size, but portfolios need to be large enough to allow us to use our best ideas, accomplish diversification, and achieve your goals.
As stated in the firm's Form ADV Part 2A brochure dated February 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$360,420,745 as of October 2026, filing dated February 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2004 (22 years)
- Employees
- Total: 7. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $360,420,745 | 7 | February 20, 2026 |
| October 2025 | $331,000,000 | 7 | April 1, 2025 |
| October 2024 | $306,000,000 | 6 | March 6, 2024 |
| October 2023 | $273,000,000 | 5 | March 9, 2023 |
| October 2022 | $316,928,725 | 5 | August 26, 2022 |
| October 2021 | $257,047,416 | 5 | February 9, 2021 |
Regulatory assets under management: $257,047,416 in the October 2021 data and $360,420,745 in the October 2026 data, up 40%.
Total employees: 5 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Cascade Investment Advisors, Inc. (CRD 117294): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cascade-investment-advisors-inc-oregon-city-or-117294