Roehl & Yi Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Eugene, OR. Its latest Form ADV filing, dated March 20, 2026, reports $959M in regulatory assets under management, 16 employees, 3 offices, and 1,683 accounts.
Assets Under Management
$959M
Employees
16
Offices
3 offices
Total Clients
500
Primary office
EUGENE, OR
450 COUNTRY CLUB ROAD, SUITE 200, EUGENE, OR, United States
Top client segmentIndividuals represent 57.0% of total clients.
Top client categories% of clientsClients
1
Individuals
57.0%
285
2
HNWI
35.0%
175
3
Corporations
4.0%
20
4
Pension Plans
2.4%
12
5
Charitable
1.6%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$959Mas of March 20, 2026
Discretionary99.4%
$953M
99% of total RAUM99.4%
Non-discretionary0.6%
$6M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$959M
Total Accounts1,683
10Y AUM Change+$638M (+198.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee31:1
10Y Employee Change+2 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.