CASCADES CAPITAL ASSET MANAGEMENT, LLC
SEC RegisteredWelcome to Cascades Capital Asset Management, LLC
About the firm
Cascades Capital Asset Management, LLC is an independently owned, SEC-registered regional investment advisor focused on delivering tailored investment counsel and services to individuals, families, trusts, and small businesses. The firm combines collective investment experience, technology, and key business alliances to provide comprehensive wealth management solutions at significant cost efficiency.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management solutions, personalized investment advice, and a broad array of investment solutions, working closely with clients or as part of their team of advisors.
Who they serve
Individuals, families, trusts, and small businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 245 | $64M |
| High Net Worth Individuals | 84 | $277M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 15 | $37M |
| State/Municipal Entities | 6 | — |
| 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
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CASCADES CAPITAL ASSET MANAGEMENT, LLC 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.