# Cascadia Investment Consultants

> Cascadia Investment Consultants is a state-registered investment advisory firm in Eugene, OR, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 21, 2026.

- CRD: 154851
- Filed as: CASCADIA INVESTMENT CONSULTANTS
- Legal name: The Cascadia Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Eugene, OR
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154851
- AdvisorCensus page: https://advisorcensus.com/firm/cascadia-investment-consultants-eugene-or-154851

## Quick answers

**How is Cascadia Investment Consultants compensated?**
On its Form ADV (Item 5.E, October 2026), Cascadia Investment Consultants reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cascadia Investment Consultants located?**
Cascadia Investment Consultants' principal office is in Eugene, OR, according to its Form ADV.

**Is Cascadia Investment Consultants registered with the SEC or a state?**
Cascadia Investment Consultants is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154851.

**How much does Cascadia Investment Consultants manage?**
Cascadia Investment Consultants reports $13,217,911 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary).

**What types of clients does Cascadia Investment Consultants serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (5).

**Does Cascadia Investment Consultants report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154851

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $13,217,911
- Discretionary: $13,217,911
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $4,962,727 |
| High net worth individuals | 5 | $8,255,184 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cascadiaconsultants.com](https://cascadiaconsultants.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cascadia Investment Consultants (CRD 154851): Form ADV filing data as of October 2026.