# Progressive Investment Management Corporation

> Progressive Investment Management Corporation is an SEC-registered investment advisory firm in Lake Oswego, OR, registered since 1988, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 107777
- Filed as: PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107777
- AdvisorCensus page: https://advisorcensus.com/firm/progressive-investment-management-corporation-lake-oswego-or-107777

## Quick answers

**How is Progressive Investment Management Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), Progressive Investment Management Corporation reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Progressive Investment Management Corporation's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Progressive Investment Management Corporation located?**
Progressive Investment Management Corporation's principal office is in Lake Oswego, OR, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Progressive Investment Management Corporation registered with the SEC or a state?**
Progressive Investment Management Corporation is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 107777.

**How much does Progressive Investment Management Corporation manage?**
Progressive Investment Management Corporation reports $758,314,156 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Progressive Investment Management Corporation's assets and staff changed since 2021?**
In the Form ADV data for Progressive Investment Management Corporation: Regulatory assets under management: $548,033,266 in the October 2021 data and $758,314,156 in the October 2026 data, up 38%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Progressive Investment Management Corporation serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (141); individuals (other than high net worth individuals) (26); charitable organizations (7).

**Which custodians does Progressive Investment Management Corporation use?**
Progressive Investment Management Corporation'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 Progressive Investment Management Corporation 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/107777

**Does Progressive Investment Management Corporation state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "The minimum account size for all separately managed accounts is $2 million. We reserve the right to waive that requirement at our discretion."

## From the Form ADV filing

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

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

- Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it)

> Our annual fees for Separately Managed Accounts are based upon a percentage of assets under management and generally range from 0.50% to 1.25%.

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> The minimum account size for all separately managed accounts is $2 million. We reserve the right to waive that requirement at our discretion.

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: $758,314,156
- Discretionary: $758,314,156
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $17,969,696 |
| High net worth individuals | 141 | $664,871,433 |
| 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) | 2 | $36,257,023 |
| Charitable organizations | 7 | $39,216,004 |
| 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: 1988 (38 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Eugene, OR

### Websites listed on Form ADV (Item 1.I)
- progressiveinvestment.com
- LinkedIn @progressiveinvestment

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $548,033,266 | 6 | March 29, 2021 |
| October 2022 | $646,100,323 | 6 | March 22, 2022 |
| October 2023 | $506,785,910 | 6 | March 28, 2023 |
| October 2024 | $625,560,244 | 7 | February 28, 2024 |
| October 2025 | $700,322,944 | 7 | March 14, 2025 |
| October 2026 | $758,314,156 | 8 | March 20, 2026 |

Regulatory assets under management: $548,033,266 in the October 2021 data and $758,314,156 in the October 2026 data, up 38%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Progressive Investment Management Corporation (CRD 107777): Form ADV filing data as of October 2026.