Cascade Financial Strategies, LLC
● SEC registered since 2025CRD 166610SEC# 801-132417Bend, OR
Reg. AUM
$150.9M
Employees
5
Accounts
605
Location
Bend, OR
Cascade Financial Strategies, LLC assets under management
Cascade Financial Strategies, LLC operates as an SEC-registered investment adviser based in Bend, OR. The firm has been registered since 2025. It reports $150.9 million in regulatory assets under management and employs 5 people.
Cascade Financial Strategies, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Anderson Schniepp Control | Owner/Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Cascade Financial Strategies, LLC manage?
Cascade Financial Strategies, LLC reports $150.9 million in regulatory assets under management on its Form ADV.
How many employees does Cascade Financial Strategies, LLC have?
Cascade Financial Strategies, LLC reports 5 employees.
Where is Cascade Financial Strategies, LLC located?
Cascade Financial Strategies, LLC is based in Bend, OR and has been SEC-registered since 2025.
Does Cascade Financial Strategies, LLC disclose fund performance?
Cascade Financial Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 243 Scalehouse Loop, 1a, Bend, OR 97702 |
| Phone | 541-678-5475 |
| Fax | 541-678-5476 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$150.9M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$150.9Mregulatory AUM
Discretionary $150.3MNon-discretionary $605K