OREGON CITY, ORCRD 117294Latest ADV February 20, 2026
Cascade Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Oregon City, OR. Its latest Form ADV filing, dated February 20, 2026, reports $360M in regulatory assets under management, 7 employees, and 501 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.0% of total clients.
Top client categories% of clientsClients
1
Individuals
65.0%
115
2
HNWI
35.0%
62
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$360Mas of February 20, 2026
Discretionary93.4%
$337M
93% of total RAUM93.4%
Non-discretionary6.6%
$24M
7% of total RAUM6.6%
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$360M
Total Accounts501
10Y AUM Change+$138M (+62.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee25:1
10Y Employee Change+1 (+16.7%)
* 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.