CASCADE FINANCIAL STRATEGIES

RIASEC RegisteredEst. 2025

Total AUM

$151M

Discretionary

$150M

100% of AUM

Avg account

$249K

Accounts

605

Employees

Advisory reps

Firm details

Headquarters: BEND, Oregon
CRD number: 166610
Registered since: April 14, 2025
Website: www.cascadefs.com
Custodians: CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.02%
Individuals45.92%
Charitable Organizations1.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cascade Financial Strategies is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2025. The firm serves both individual and family clients as well as institutional clients, offering a mix of fee structures including a percentage of assets under management, hourly charges and fixed fees. Its advisory scope includes comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and client education through publications and seminars. Investment activity centers on managed public-fund exposures—mutual funds are the largest single allocation—paired with an explicit commitment to ESG investing. The firm is not positioned as a capital allocator; instead it blends model/managed portfolios and client-specific mandates. Services suggest a hands-on adviser model that combines discretionary portfolio management with project-based financial planning and education.