# Tschetter Group

> 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.

- CRD: 301548
- Filed as: TSCHETTER GROUP
- Legal name: DDD Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301548
- AdvisorCensus page: https://advisorcensus.com/firm/tschetter-group-bellevue-wa-301548

## Quick answers

**How is Tschetter Group compensated?**
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).

**Where is Tschetter Group located?**
Tschetter Group's principal office is in Bellevue, WA, according to its Form ADV.

**Is Tschetter Group registered with the SEC or a state?**
Tschetter Group is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301548.

**How much does Tschetter Group manage?**
Tschetter Group reports $2,390,397,962 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (98% discretionary).

**How have Tschetter Group's assets and staff changed since 2021?**
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.

**What types of clients does Tschetter Group serve?**
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).

**Which custodians does Tschetter Group use?**
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.

**Does Tschetter Group 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/301548

**What changed in Tschetter Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,137,933,323 to $2,390,397,962 (+12%).

## From the Form ADV filing

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

### 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: $2,390,397,962
- Discretionary: $2,344,965,498
- Non-discretionary: $45,432,464

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 332 | $157,534,456 |
| High net worth individuals | 171 | $1,736,818,682 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $81,530,000 |
| Charitable organizations | Fewer than 5 | $7,600,975 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $318,600,145 |
| Corporations or other businesses not listed above | 13 | $88,313,704 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 24 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, MT, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tschettergroup.com
- LinkedIn @tschetter-group
- X @tschettergroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,102,792,255 | 8 | March 16, 2021 |
| October 2022 | $1,471,470,209 | 10 | August 18, 2022 |
| October 2023 | $1,336,058,959 | 12 | January 31, 2023 |
| October 2024 | $1,814,568,555 | 15 | March 21, 2024 |
| October 2025 | $2,137,933,323 | 21 | March 28, 2025 |
| October 2026 | $2,390,397,962 | 24 | July 10, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,137,933,323 to $2,390,397,962 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tschetter Group (CRD 301548): Form ADV filing data as of October 2026.