QUEST INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 1985
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$13.7M
Accounts
125
Employees
9
Advisory reps
7

Firm details

Headquarters
LAKE OSWEGO, Oregon
CRD number
110640
Registered since
March 12, 1985
Website
www.questinvestment.com
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pension & Profit Sharing Plans56.22%
  • Other17.34%
  • Pooled Investment Vehicles9.43%
  • State / Municipal Government6.5%
  • Corporations / Businesses4.32%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Quest Investment Management, LLC is an SEC-registered advisory firm organized as an LLC and in operation since 1985. It serves both high-net-worth individuals and families as well as institutional clients, offering portfolio management across individual accounts, pooled investment vehicles, and business or institutional mandates. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees and does not identify as an active ESG investor. Quest is structured as a domestic entity/individual ownership and is not reported as a multi-state adviser, pension consultant, related adviser, or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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 64%, US Government Bonds 17%, Investment Grade Corp Bonds 9%, Non-Exchange Traded Equities 7%, Cash & Cash Equivalents 2%, Private Funds 1%64%
  • Exchange Traded Equities64%
  • US Government Bonds17%
  • Investment Grade Corp Bonds9%
  • Non-Exchange Traded Equities7%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3

  • DOUGLAS GOEBEL

    Co-Chief Investment OfficerCRD 2215228

  • BRADLEY CARTER

    Chief Investment Officer, PrincipalCRD 4121813

  • CAMERON JOHNSON

    CEO & PrincipalCRD 2121034

Contacts

3 of 4

  • KEVIN JOHNSON

    Executive DirectorCRD 2265788

  • ERIK WALD

    Vice PresidentCRD 4376353

  • DEREK EBEL

    PrincipalCRD 3004958

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 33

Active vs passive

$431M in ETFs

Passive

98%

$422M

Active

<1%

$9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$106M178,09424.71%
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Location

Primary office

LAKE OSWEGO, OR

CLACKAMAS

Location

LAKE OSWEGO, OR

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

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
CLACKAMAS
Address
5 Centerpointe Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth