CASCADE INVESTMENT ADVISORS, INC.

Overview

Cascade Investment Advisors, Inc. is an SEC‑registered independent RIA focused on portfolio management for individuals and small businesses. The firm favors equity‑centric allocations, with exchange‑traded equities listed as its most used asset type and a stated preference for equities. Fee arrangements include percentage of AUM and fixed fees. Cascade is not an active ESG investor, is not organized as a multi‑state adviser, and does not identify as a capital allocator; it operates under individual ownership and has been registered since 2004. Cascade structures client portfolios around liquid public equities while supplementing those core exposures with third‑party alternative allocations in real estate and private credit. Portfolios are primarily managed on a discretionary basis, and the firm uses Charles Schwab & Co., Inc. as its custodian for all reported assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices