# 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.

- CRD: 117294
- Filed as: CASCADE INVESTMENT ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oregon City, OR
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117294
- AdvisorCensus page: https://advisorcensus.com/firm/cascade-investment-advisors-inc-oregon-city-or-117294

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- Account minimum: None

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $360,420,745
- Discretionary: $336,675,436
- Non-discretionary: $23,745,309

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 115 | $84,869,830 |
| High net worth individuals | 62 | $275,550,915 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2004 (22 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cascadeinvestors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $257,047,416 | 5 | February 9, 2021 |
| October 2022 | $316,928,725 | 5 | August 26, 2022 |
| October 2023 | $273,000,000 | 5 | March 9, 2023 |
| October 2024 | $306,000,000 | 6 | March 6, 2024 |
| October 2025 | $331,000,000 | 7 | April 1, 2025 |
| October 2026 | $360,420,745 | 7 | February 20, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cascade Investment Advisors, Inc. (CRD 117294): Form ADV filing data as of October 2026.