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QUEST INVESTMENT MANAGEMENT, LLC
CRD 110640File 801-23659
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 125 | 106 | decreased by19 |
| Apr 1, 2026 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2026 | Clients | 121 | 125 | increased by4 |
| Apr 1, 2026 | AUM | $1,664,055,642 | $1,709,267,441 | increased by$45,211,799 |
| Apr 1, 2026 | Accounts | 121 | 125 | increased by4 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 82 | 121 | increased by39 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,582,037,110 | $1,664,055,642 | increased by$82,018,532 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 82 | 121 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 94 | 82 | decreased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,800,211,592 | $1,582,037,110 | decreased by$218,174,482 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 95 | 82 | decreased by13 |
| Feb 1, 2022 | Clients | 95 | 94 | decreased by1 |
| Feb 1, 2022 | AUM | $1,715,797,051 | $1,800,211,592 | increased by$84,414,541 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “QUEST INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“QUEST INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.