COLORADO SPRINGS, COCRD 35844Latest ADV March 23, 2026
Cascade Investment Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Colorado Springs, CO. Its latest Form ADV filing, dated March 23, 2026, reports $420M in regulatory assets under management, 6 employees, and 978 accounts.
Assets Under Management
$420M
Employees
6
Offices
--
Total Clients
623
Primary office
COLORADO SPRINGS, CO
444 E. PIKES PEAK AVENUE, SUITE 200, COLORADO SPRINGS, CO, United States
Top client segmentIndividuals represent 80.6% of total clients.
Top client categories% of clientsClients
1
Individuals
80.6%
502
2
HNWI
12.5%
78
3
Pension Plans
4.0%
25
4
Charitable
1.4%
9
5
Corporations
1.4%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$420Mas of March 23, 2026
Discretionary90.4%
$379M
90% of total RAUM90.4%
Non-discretionary9.6%
$40M
10% of total RAUM9.6%
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$420M
Total Accounts978
10Y AUM Change+$194M (+85.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee104:1
10Y Employee Change-1 (-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.