Cascade Investment Group, Inc.
● SEC registered since 1997CRD 35844SEC# 801-53819Colorado Springs, CO
Reg. AUM
$419.9M
Employees
6
Accounts
978
Location
Colorado Springs, CO
Cascade Investment Group, Inc. assets under management
Cascade Investment Group, Inc. is an SEC-registered investment adviser based in Colorado Springs, CO. The firm has been registered since 1997. It reports $419.9 million in regulatory assets under management and employs 6 people.
Cascade Investment Group, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Gold Wrubel Control | President/Managing Director | 10-25% | 2021 |
| Scott Alexander Rethi | Chief Compliance Officer | Under 5% | 2025 |
| The Eastern Colorado Bank Control | Owner | Over 75% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Cascade Investment Group, Inc. manage?
Cascade Investment Group, Inc. reports $419.9 million in regulatory assets under management on its Form ADV.
How many employees does Cascade Investment Group, Inc. have?
Cascade Investment Group, Inc. reports 6 employees.
Where is Cascade Investment Group, Inc. located?
Cascade Investment Group, Inc. is based in Colorado Springs, CO and has been SEC-registered since 1997.
Does Cascade Investment Group, Inc. disclose fund performance?
Cascade Investment Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO 80903 |
| Phone | 719-632-0818 |
| Fax | 719-632-0887 |
| Office hours | 7:30a.m. - 4:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 919447 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$419.9M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$419.9Mregulatory AUM
Discretionary $379.5MNon-discretionary $40.4M