Cascade Investment Advisors, Inc.
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
FINTRXOverview
Cascade Investment Advisors, Inc. is an independent registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm is SEC-registered (initial registration in 2004) and is owned by an individual. Its client base is primarily individual and family clients, and it charges either a percentage of assets under management or fixed fees. Cascade describes its investment preference toward equities rather than ESG-focused strategies, and it does not operate as a capital allocator or as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- State & Local Bonds15%
- Investment Grade Corp Bonds13%
- Non-Exchange Traded Equities4%
- US Government Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$16M in ETFs
95%
$15.2M
3%
$818K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $5.1M | 13,742 | 32.06% |
Location
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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