Deschutes Investment Consulting, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 19, 2026, reports $2.9B in regulatory assets under management, 14 employees, 1 office, and 498 accounts.
Assets Under Management
$2.9B
Employees
14
Offices
1 office
Total Clients
493
Primary office
PORTLAND, OR
200 SW MARKET STREET, SUITE 550, PORTLAND, OR, United States
Top client segmentIndividuals represent 50.7% of total clients.
Top client categories% of clientsClients
1
Individuals
50.7%
250
2
HNWI
31.0%
153
3
Pension Plans
16.6%
82
4
Corporations
1.6%
8
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of March 19, 2026
Discretionary20.7%
$598M
21% of total RAUM20.7%
Non-discretionary79.3%
$2.3B
79% of total RAUM79.3%
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.
Total AUM$2.9B
Total Accounts498
10Y AUM Change+$1.9B (+196.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee35:1
10Y Employee Change0 (0.0%)
* 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.