ROEHL & YI INVESTMENT ADVISORS, LLC

CRD 109258File 801-56145

APPROVED

Retail clients

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$959.4M

Above cohort median (national)

Discretionary AUM

$953.2M

Non-discretionary $6.1M

Clients

500

1,683 accounts

Employees

Top 25% of cohort in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jan 12, 1999
Principal office: 450 COUNTRY CLUB ROAD, SUITE 200, EUGENE, OR, 97401
Phone: 541-683-2085
Website: HTTP://WWW.ROEHL-YI.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $959.4M
Discretionary AUM: $953.2M
Non-discretionary AUM: $6.1M
Discretionary accounts: 1,677
Non-discretionary accounts: 6
Total accounts: 1,683
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	20	$38.8M
Charitable organizations	8	$16.8M
High net worth individuals	175	$772.4M
Pension and profit sharing plans	12	$9.5M
Individuals (other than high net worth individuals)	285	$121.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.