{
  "crd_number": 157019,
  "slug": "fort-vancouver-investment-management-llc-vancouver-wa-157019",
  "primary_business_name": "FORT VANCOUVER INVESTMENT MANAGEMENT, LLC",
  "legal_name": "FORT VANCOUVER INVESTMENT MANAGEMENT, LLC",
  "dbas": [],
  "city": "Vancouver",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-02-01",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-02-11",
  "carried_forward": false,
  "raum_total": 237124472.0,
  "raum_discretionary": 237124472.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 50060970.0,
      "count": 111
    },
    "pension_profit_sharing": {
      "raum": 1516282.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 185547220.0,
      "count": 82
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://fortvancouverim.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157019",
  "city_as_filed": "VANCOUVER",
  "url": "https://advisorcensus.com/firm/fort-vancouver-investment-management-llc-vancouver-wa-157019",
  "display_name": "Fort Vancouver Investment Management, LLC",
  "summary": "Fort Vancouver Investment Management, LLC is an SEC-registered investment advisory firm in Vancouver, WA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.",
  "citation": "AdvisorCensus. Fort Vancouver Investment Management, LLC (CRD 157019): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Fort Vancouver Investment Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fort Vancouver Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Fort Vancouver Investment Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 11, 2026 states: Flat fee: $3,000 (Retirement Planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Fort Vancouver Investment Management, LLC located?",
      "a": "Fort Vancouver Investment Management, LLC's principal office is in Vancouver, WA, according to its Form ADV."
    },
    {
      "q": "Is Fort Vancouver Investment Management, LLC registered with the SEC or a state?",
      "a": "Fort Vancouver Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 157019."
    },
    {
      "q": "How much does Fort Vancouver Investment Management, LLC manage?",
      "a": "Fort Vancouver Investment Management, LLC reports $237,124,472 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary)."
    },
    {
      "q": "How have Fort Vancouver Investment Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Fort Vancouver Investment Management, LLC: Regulatory assets under management: $140,256,234 in the October 2021 data and $237,124,472 in the October 2026 data, up 69%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Fort Vancouver Investment Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (111); high net worth individuals (82); pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Which custodians does Fort Vancouver Investment Management, LLC use?",
      "a": "Fort Vancouver Investment Management, LLC'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."
    },
    {
      "q": "Does Fort Vancouver Investment Management, LLC report any disciplinary disclosures?",
      "a": "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/157019"
    },
    {
      "q": "Does Fort Vancouver Investment Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 11, 2026 says: \"FVIM requires a minimum of $500,000 in assets under management to establish an investment advisory relationship. This threshold ensures we can provide the highest level of personalized financial planning and investment management to our clients. FVIM may, at its discretion, waive this minimum based on individual circumstances.\""
    },
    {
      "q": "What changed in Fort Vancouver Investment Management, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $185,905,738 to $237,124,472 (+28%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 140256234.0,
      "total_employees": 3,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 157825101.0,
      "total_employees": 3,
      "filing_date": "2022-03-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 149219143.0,
      "total_employees": 4,
      "filing_date": "2023-04-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 165900497.0,
      "total_employees": 4,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 185905738.0,
      "total_employees": 4,
      "filing_date": "2025-01-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 237124472.0,
      "total_employees": 4,
      "filing_date": "2026-02-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $185,905,738 to $237,124,472 (+28%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $3,000 (Retirement Planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "FVIM requires a minimum of $500,000 in assets under management to establish an investment advisory relationship. This threshold ensures we can provide the highest level of personalized financial planning and investment management to our clients. FVIM may, at its discretion, waive this minimum based on individual circumstances."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,000 (Retirement Planning services)"
        ],
        "quotes": [
          "FVIM charges a flat fee of $3,000 for Retirement Planning services; however, FVIM may negotiate this fee in certain circumstances."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 3000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "Retirement Planning services"
        }
      ]
    },
    "quotes": [
      "FVIM requires a minimum of $500,000 in assets under management to establish an investment advisory relationship. This threshold ensures we can provide the highest level of personalized financial planning and investment management to our clients. FVIM may, at its discretion, waive this minimum based on individual circumstances.",
      "FVIM charges a flat fee of $3,000 for Retirement Planning services; however, FVIM may negotiate this fee in certain circumstances."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/fort-vancouver-investment-management-llc-vancouver-wa-157019.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 111,
      "fewer_than_5": false,
      "raum": 50060970.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 82,
      "fewer_than_5": false,
      "raum": 185547220.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1516282.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157019",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}