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QUEST INVESTMENT MANAGEMENT, LLC
CRD 110640File 801-23659
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.71B
Top 25% of cohort (national)
Discretionary AUM
$1.71B
Clients
106
125 accounts
Employees
9
Top 25% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 12, 1985
- Principal office
- 5 CENTERPOINTE DR, SUITE 590, LAKE OSWEGO, OR, 97035
- Phone
- 503-221-0158
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.71B
- Discretionary AUM
- $1.71B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 125
- Non-discretionary accounts
- 0
- Total accounts
- 125
- AUM per client
- $16.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $73.9M |
| Charitable organizations | Fewer than 5 | $3.6M |
| High net worth individuals | 36 | $65.5M |
| Pooled investment vehicles | 8 | $161.2M |
| Pension and profit sharing plans | 11 | $961.0M |
| State or municipal government entities | Fewer than 5 | $111.2M |
| Individuals (other than high net worth individuals) | 42 | $36.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 125 | 106 |
| 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.