# Ponderosa Investment Group, LLC

> Ponderosa Investment Group, LLC is a state-registered investment advisory firm in Portland, OR, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 143055
- Filed as: PONDEROSA INVESTMENT GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143055
- AdvisorCensus page: https://advisorcensus.com/firm/ponderosa-investment-group-llc-portland-or-143055

## Quick answers

**How is Ponderosa Investment Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ponderosa Investment Group, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ponderosa Investment Group, LLC located?**
Ponderosa Investment Group, LLC's principal office is in Portland, OR, according to its Form ADV.

**Is Ponderosa Investment Group, LLC registered with the SEC or a state?**
Ponderosa Investment Group, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 143055.

**How much does Ponderosa Investment Group, LLC manage?**
Ponderosa Investment Group, LLC reports $17,123,018 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Ponderosa Investment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (3).

**Does Ponderosa Investment Group, LLC 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/143055

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $17,123,018
- Discretionary: $17,122,885
- Non-discretionary: $133

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $9,092,161 |
| High net worth individuals | 3 | $8,030,724 |
| Charitable organizations | Fewer than 5 | $133 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ponderosa Investment Group, LLC (CRD 143055): Form ADV filing data as of October 2026.