Quest Investment Management, LLC
● SEC registered since 1985CRD 110640SEC# 801-23659Lake Oswego, OR
Reg. AUM
$1.71B
Employees
9
Accounts
125
Location
Lake Oswego, OR
Quest Investment Management, LLC assets under management
Quest Investment Management, LLC is an SEC-registered investment adviser based in Lake Oswego, OR. The firm has been registered since 1985. It reports $1.7 billion in regulatory assets under management and employs 9 people.
Quest Investment Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cameron Mitchell Johnson Control | Ceo/Chief Compliance Officer | Under 5% | 1985 |
| Kevin Montgomery Johnson Control | Secretary/Treas. Senior Vice President | Under 5% | 1996 |
| Quest Investment Management Holdings, Inc. Control | Elected Manager | 50-75% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Quest Investment Management, LLC manage?
Quest Investment Management, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Quest Investment Management, LLC have?
Quest Investment Management, LLC reports 9 employees.
Where is Quest Investment Management, LLC located?
Quest Investment Management, LLC is based in Lake Oswego, OR and has been SEC-registered since 1985.
Does Quest Investment Management, LLC disclose fund performance?
Quest Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5 Centerpointe Dr, Suite 590, Lake Oswego, OR 97035 |
| Phone | 503-221-0158 |
| Fax | 503-221-0575 |
| Office hours | 8a.m. To 4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.71B▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.71Bregulatory AUM
Discretionary $1.71B