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Firm profile

Cascade Investment Group, Inc..

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOScott Alexander Rethi

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.