Quest Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Oswego, OR. Its latest Form ADV filing, dated March 5, 2026, reports $1.7B in regulatory assets under management, 9 employees, and 125 accounts.
Assets Under Management
$1.7B
Employees
9
Offices
--
Total Clients
125
Primary office
LAKE OSWEGO, OR
5 CENTERPOINTE DR, SUITE 590, LAKE OSWEGO, OR, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 33.6% of total clients.
Top client categories% of clientsClients
1
Individuals
33.6%
42
2
HNWI
28.8%
36
3
H&W & OTHER EMPLOYEE BENEFIT FUNDS
15.2%
19
4
Pension Plans
8.8%
11
5
Pooled Investment Vehicles
6.4%
8
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 5, 2026
Discretionary100.0%
$1.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.7B
Total Accounts125
10Y AUM Change+$458M (+36.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee14:1
10Y Employee Change-1 (-10.0%)
* 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.