{
  "crd_number": 110640,
  "slug": "quest-investment-management-llc-lake-oswego-or-110640",
  "primary_business_name": "QUEST INVESTMENT MANAGEMENT, LLC",
  "legal_name": "QUEST INVESTMENT MANAGEMENT, LLC",
  "dbas": [],
  "city": "Lake Oswego",
  "state": "OR",
  "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": "1985-03-12",
  "years_registered": 41,
  "period": "2026-10-01",
  "filing_date": "2026-03-05",
  "carried_forward": false,
  "raum_total": 1709267441.0,
  "raum_discretionary": 1709267441.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 9,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 296375507.0,
      "count": 19,
      "description": "H&W & OTHER EMPLOYEE BENEFIT FUNDS"
    },
    "charitable": {
      "raum": 3551941.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 36631037.0,
      "count": 42
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 111160701.0,
      "count": 1,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 960989184.0,
      "count": 11
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 65462726.0,
      "count": 36
    },
    "pooled_investment_vehicles": {
      "raum": 161182932.0,
      "count": 8
    },
    "corporations_other_businesses": {
      "raum": 73913413.0,
      "count": 6
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "OR",
    "WA"
  ],
  "websites": [
    "https://questinvestment.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110640",
  "city_as_filed": "LAKE OSWEGO",
  "url": "https://advisorcensus.com/firm/quest-investment-management-llc-lake-oswego-or-110640",
  "display_name": "Quest Investment Management, LLC",
  "summary": "Quest Investment Management, LLC is an SEC-registered investment advisory firm in Lake Oswego, OR, registered since 1985, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 5, 2026.",
  "citation": "AdvisorCensus. Quest Investment Management, LLC (CRD 110640): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Quest Investment Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Quest Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Quest Investment Management, LLC located?",
      "a": "Quest Investment Management, LLC's principal office is in Lake Oswego, OR, according to its Form ADV."
    },
    {
      "q": "Is Quest Investment Management, LLC registered with the SEC or a state?",
      "a": "Quest Investment Management, LLC is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 110640."
    },
    {
      "q": "How much does Quest Investment Management, LLC manage?",
      "a": "Quest Investment Management, LLC reports $1,709,267,441 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary)."
    },
    {
      "q": "How have Quest Investment Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Quest Investment Management, LLC: Regulatory assets under management: $1,715,797,051 in the October 2021 data and $1,709,267,441 in the October 2026 data, unchanged. Total employees: 10 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Quest Investment Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (36); other (19)."
    },
    {
      "q": "Does Quest 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/110640"
    },
    {
      "q": "What changed in Quest Investment Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 9 to 8."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1715797051.0,
      "total_employees": 10,
      "filing_date": "2021-03-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1800211592.0,
      "total_employees": 10,
      "filing_date": "2022-01-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1510306371.0,
      "total_employees": 10,
      "filing_date": "2023-03-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1518748866.0,
      "total_employees": 10,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1582037110.0,
      "total_employees": 10,
      "filing_date": "2025-03-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1709267441.0,
      "total_employees": 9,
      "filing_date": "2026-03-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 8."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/quest-investment-management-llc-lake-oswego-or-110640.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 42,
      "fewer_than_5": false,
      "raum": 36631037.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 36,
      "fewer_than_5": false,
      "raum": 65462726.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 161182932.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 960989184.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 3551941.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 111160701.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 73913413.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 19,
      "fewer_than_5": false,
      "raum": 296375507.0
    }
  ],
  "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/110640",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}