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DESCHUTES INVESTMENT CONSULTING, LLC
CRD 155312File 801-72021
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.89B
Top 25% of cohort (national)
Discretionary AUM
$597.8M
Non-discretionary $2.29B
Clients
493
498 accounts
Employees
14
Top 10% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 3, 2011
- Principal office
- 200 SW MARKET STREET, SUITE 550, PORTLAND, OR, 97201
- Phone
- 503-224-3700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.89B
- Discretionary AUM
- $597.8M
- Non-discretionary AUM
- $2.29B
- Discretionary accounts
- 415
- Non-discretionary accounts
- 83
- Total accounts
- 498
- AUM per client
- $5.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $100.5M |
| Insurance companies | Fewer than 5 | $11.2M |
| Charitable organizations | Fewer than 5 | $5.7M |
| High net worth individuals | 153 | $403.1M |
| Pension and profit sharing plans | 82 | $2.21B |
| State or municipal government entities | Fewer than 5 | $83.7M |
| Individuals (other than high net worth individuals) | 250 | $77.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- 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 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.