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CASCADE INVESTMENT ADVISORS, INC.
CRD 117294File 801-62891
APPROVED
Retail clients
Filing as of Feb 20, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.