Cascade Investment Advisors, Inc.
● SEC registered since 2004CRD 117294SEC# 801-62891Oregon City, OR
Reg. AUM
$360.4M
Employees
7
Accounts
501
Location
Oregon City, OR
Cascade Investment Advisors, Inc. assets under management
Cascade Investment Advisors, Inc. operates as an SEC-registered investment adviser based in Oregon City, OR. The firm has been registered since 2004. It reports $360.4 million in regulatory assets under management and employs 7 people.
Cascade Investment Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michelle H Rand Control | Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Cascade Investment Advisors, Inc. manage?
Cascade Investment Advisors, Inc. reports $360.4 million in regulatory assets under management on its Form ADV.
How many employees does Cascade Investment Advisors, Inc. have?
Cascade Investment Advisors, Inc. reports 7 employees.
Where is Cascade Investment Advisors, Inc. located?
Cascade Investment Advisors, Inc. is based in Oregon City, OR and has been SEC-registered since 2004.
Does Cascade Investment Advisors, Inc. disclose fund performance?
Cascade Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 503 High Street, Oregon City, OR 97045 |
| Phone | 503-417-1950 |
| Fax | 503-427-7827 |
| Office hours | 8a.m. To 4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1681490 |
| Discloses disciplinary history | No |
Regulatory AUM
$360.4M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$360.4Mregulatory AUM
Discretionary $336.7MNon-discretionary $23.7M