{ "crd_number": 301548, "slug": "tschetter-group-bellevue-wa-301548", "primary_business_name": "TSCHETTER GROUP", "legal_name": "DDD PARTNERS, LLC", "dbas": [], "city": "Bellevue", "state": "WA", "country": "United States", "cbsa_code": "42660", "metro": { "cbsa_code": "42660", "common_name": "Seattle", "msa_name": "Seattle-Tacoma-Bellevue, WA", "path": "/advisors/wa/seattle" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2019-05-01", "years_registered": 7, "period": "2026-10-01", "filing_date": "2026-07-10", "carried_forward": false, "raum_total": 2390397962.0, "raum_discretionary": 2344965498.0, "raum_non_discretionary": 45432464.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 24, "advisory_employees": 15, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 7600975.0, "count": null, "fewer_than_5": true }, "individuals": { "raum": 157534456.0, "count": 332 }, "state_municipal": { "raum": 318600145.0, "count": null, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 1736818682.0, "count": 171 }, "pooled_investment_vehicles": { "raum": 81530000.0, "count": 1 }, "corporations_other_businesses": { "raum": 88313704.0, "count": 13 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AZ", "CA", "CO", "MT", "OR", "TX", "WA" ], "websites": [ "https://linkedin.com/company/tschetter-group", "https://tschettergroup.com", "https://twitter.com/tschettergroup" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301548", "city_as_filed": "BELLEVUE", "url": "https://advisorcensus.com/firm/tschetter-group-bellevue-wa-301548", "display_name": "Tschetter Group", "summary": "Tschetter Group is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 10, 2026.", "citation": "AdvisorCensus. Tschetter Group (CRD 301548): 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", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Pension consulting services", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Tschetter Group compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Tschetter Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "Where is Tschetter Group located?", "a": "Tschetter Group's principal office is in Bellevue, WA, according to its Form ADV." }, { "q": "Is Tschetter Group registered with the SEC or a state?", "a": "Tschetter Group is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301548." }, { "q": "How much does Tschetter Group manage?", "a": "Tschetter Group reports $2,390,397,962 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (98% discretionary)." }, { "q": "How have Tschetter Group's assets and staff changed since 2021?", "a": "In the Form ADV data for Tschetter Group: Regulatory assets under management: $1,102,792,255 in the October 2021 data and $2,390,397,962 in the October 2026 data, up 117%. Total employees: 8 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Tschetter Group serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (332); high net worth individuals (171); corporations or other businesses not listed above (13)." }, { "q": "Which custodians does Tschetter Group use?", "a": "Tschetter Group'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 Tschetter Group 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/301548" }, { "q": "What changed in Tschetter Group's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $2,137,933,323 to $2,390,397,962 (+12%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1102792255.0, "total_employees": 8, "filing_date": "2021-03-16" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1471470209.0, "total_employees": 10, "filing_date": "2022-08-18" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1336058959.0, "total_employees": 12, "filing_date": "2023-01-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1814568555.0, "total_employees": 15, "filing_date": "2024-03-21" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2137933323.0, "total_employees": 21, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2390397962.0, "total_employees": 24, "filing_date": "2026-07-10" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $2,137,933,323 to $2,390,397,962 (+12%)." ] } ], "fees_from_brochure": null, "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/tschetter-group-bellevue-wa-301548.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 332, "fewer_than_5": false, "raum": 157534456.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 171, "fewer_than_5": false, "raum": 1736818682.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 1, "fewer_than_5": false, "raum": 81530000.0 }, { "type": "charitable", "label": "Charitable organizations", "count": null, "fewer_than_5": true, "raum": 7600975.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": null, "fewer_than_5": true, "raum": 318600145.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 13, "fewer_than_5": false, "raum": 88313704.0 } ], "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/301548", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }