Cascade Investment Advisors, Inc.

RIASEC RegisteredEst. 2004
Total AUM
$360M
Discretionary
$337M
93% of AUM
Avg account
$719K
Accounts
501
Employees
7
Advisory reps
3

Firm details

Headquarters
Oregon City, Oregon
CRD number
117294
Registered since
March 18, 2004
Website
cascadeinvestors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI76.45%
  • Individuals23.55%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Cascade Investment Advisors, Inc. is an independent, privately owned registered investment adviser that has been SEC registered since 2004. The firm serves individual and family clients with portfolio management services tailored to individuals and small businesses. Its fee arrangements include percentage-of-AUM and fixed-fee structures. Cascade is not positioned as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, State & Local Bonds 15%, Investment Grade Corp Bonds 13%, Non-Exchange Traded Equities 4%, US Government Bonds 4%, Cash & Cash Equivalents 4%, Non-Investment Grade Corp Bonds 2%58%
  • Exchange Traded Equities58%
  • State & Local Bonds15%
  • Investment Grade Corp Bonds13%
  • Non-Exchange Traded Equities4%
  • US Government Bonds4%

Contacts

3 of 3
  • Michelle Rand

    Michelle Rand

    PresidentCRD 2581018

  • Warren Hastings

    Warren Hastings

    Portfolio ManagerCRD 1648350

  • David Schue

    David Schue

    Portfolio Manager, Research AnalystCRD 7796757

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 19

Active vs passive

$15.7M in ETFs

Passive

95%

$14.9M

Active

3%

$768K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$4.9M13,22631.22%
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Location

Primary office

Oregon City, OR

Clackamas

Location

Oregon City, OR

Headquartered in Oregon City, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Clackamas
Address
503 High St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth