Roehl & Yi Investment Advisors, LLC
● SEC registered since 1999CRD 109258SEC# 801-56145Eugene, OR
Reg. AUM
$959.4M
Employees
16
Accounts
1,683
Location
Eugene, OR
Roehl & Yi Investment Advisors, LLC assets under management
Roehl & Yi Investment Advisors, LLC operates as an SEC-registered investment adviser based in Eugene, OR. The firm has been registered since 1999. It reports $959.4 million in regulatory assets under management and employs 16 people.
Roehl & Yi Investment Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Glenn College Control | Chief Operating Officer | 5-10% | 2022 |
| Jayman Frank Yi Control | Member, Chief Financial Officer, And Chief Investment Officer | 50-75% | 2022 |
| Sarah Ryan Mellgren | Member | 5-10% | 2023 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Roehl & Yi Investment Advisors, LLC manage?
Roehl & Yi Investment Advisors, LLC reports $959.4 million in regulatory assets under management on its Form ADV.
How many employees does Roehl & Yi Investment Advisors, LLC have?
Roehl & Yi Investment Advisors, LLC reports 16 employees.
Where is Roehl & Yi Investment Advisors, LLC located?
Roehl & Yi Investment Advisors, LLC is based in Eugene, OR and has been SEC-registered since 1999.
Does Roehl & Yi Investment Advisors, LLC disclose fund performance?
Roehl & Yi Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 450 Country Club Road, Suite 200, Eugene, OR 97401 |
| Phone | 541-683-2085 |
| Fax | 541-683-6357 |
| Office hours | 7:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$959.4M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$959.4Mregulatory AUM
Discretionary $953.2MNon-discretionary $6.1M