CASCADE INVESTMENT ADVISORS, INC.
SEC RegisteredThe Path to Value
About the firm
Cascade Investment Advisors was founded in 1997 to bring the service and performance typically reserved for the ultra-wealthy to any investor who values customized solutions and individual attention at reasonable fees.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Value investing along with advisory solutions including evaluating long term care, home financing strategies, tax strategy, commercial real estate acquisition and disposal/planning, private equity investment evaluation, estate planning strategy, charitable and family gifting, inheritance and divorce asset divisions, employer options/RSUs/retirement plan investing, cash flow planning, and flexible tax and investment reporting.
Who they serve
Any investor who values customized solutions and individual attention at reasonable fees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 115 | $85M |
| High Net Worth Individuals | 62 | $276M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $1 million | 0.95% |
| Between $500k and $1M with us for over 5 years | 0.90% |
| Over $1 million - first $2 million | 0.85% |
| Over $1 million - next $3 million | 0.70% |
| $5 million and above | — |
| Bond portfolios | — |
Data as of February 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CASCADE INVESTMENT ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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