← Directory
CASCADE INVESTMENT ADVISORS, INC.
CRD 117294File 801-62891
APPROVED
Retail clients
Filing as of Feb 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$360.4M
Below cohort median (national)
Discretionary AUM
$336.7M
Non-discretionary $23.7M
Clients
177
501 accounts
Employees
7
Above cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 18, 2004
- Principal office
- 503 HIGH STREET, OREGON CITY, OR, 97045
- Phone
- 503-417-1950
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $360.4M
- Discretionary AUM
- $336.7M
- Non-discretionary AUM
- $23.7M
- Discretionary accounts
- 472
- Non-discretionary accounts
- 29
- Total accounts
- 501
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 62 | $275.6M |
| Individuals (other than high net worth individuals) | 115 | $84.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- 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 |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 196 | 177 | decreased by19 |
| Mar 1, 2026 | AUM | $331,000,000 | $360,420,745 | increased by$29,420,745 |
| Mar 1, 2026 | Accounts | 489 | 501 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 175 | 196 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $316,928,725 | $331,000,000 | increased by$14,071,275 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 441 | 489 | increased by48 |
| Apr 1, 2022 | Clients | 149 | 175 | increased by26 |
| Apr 1, 2022 | AUM | $257,047,416 | $316,928,725 | increased by$59,881,309 |
| Apr 1, 2022 | Accounts | 160 | 441 | increased by281 |
| 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 “CASCADE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CASCADE 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.