Fort Vancouver Investment Management, LLC

RIASEC RegisteredEst. 2018
Total AUM
$237M
Discretionary
$237M
100% of AUM
Avg account
$405K
Accounts
586
Employees
4
Advisory reps
4

Firm details

Headquarters
Vancouver, Washington
CRD number
157019
Registered since
February 1, 2018
Website
fortvancouverim.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI78.25%
  • Individuals21.11%
  • Pension & Profit Sharing Plans0.64%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Fort Vancouver Investment Management, LLC is an independent registered investment adviser formed in 2018 and organized as an LLC with individual ownership. The firm serves both individual/family and institutional clients, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its client billing mixes an assets-under-management fee with hourly charges. Fort Vancouver reports no active ESG investing program and is not marketed as a multi-state adviser or pension consultant. The firm also lists an affiliation with accounting professionals, suggesting coordination with tax or accounting advisors as part of its client service model.

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: Public Funds/Mutual Funds 99%, Cash & Cash Equivalents 1%99%
  • Public Funds/Mutual Funds99%
  • Cash & Cash Equivalents1%

Contacts

3 of 4
  • Holly Breeden

    Holly Breeden

    Director of ComplianceCRD 6365891

  • Robert Pool

    Robert Pool

    Founder & Investment Advisor RepresentativeCRD 3074685

  • Matthew Ebeling

    Matthew Ebeling

    Partner, Investment AdvisorCRD 5382212

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 50

Active vs passive

$214M in ETFs

Passive

45%

$96.6M

Active

55%

$118M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US LARGE CAP VALUE ETF (DFLV)DimensionalActiveLarge Value$30.7M775,33114.32%
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Location

Primary office

Vancouver, WA

Clark

Location

Vancouver, WA

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

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Clark
Address
1601 Officers Row
Time zone
PT (UTC-8)
Office locations

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