FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
SEC RegisteredYour Wealth, Working for You
About the firm
FVIM guides individuals and families with $1M+ in investable assets to clarity and freedom in their financial lives. Through fiduciary advice, evidence-based investing, and integrated tax planning, we simplify wealth – so you can focus on what matters most.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management and financial planning services, including fiduciary advice, evidence-based investing, and integrated tax planning.
Who they serve
Individuals, families, and institutions dedicated to achieving meaningful outcomes through thoughtful, goals-based investing, with $1M+ in investable assets.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 111 | $50M |
| High Net Worth Individuals | 82 | $186M |
| Charitable Organizations | 1 | $1.5M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.10% |
| $500,000 to $1,000,000 | 0.90% |
| $1,000,000 to $5,000,000 | 0.70% |
| Over $5,000,000 | 0.50% |
Data as of February 11, 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. FORT VANCOUVER INVESTMENT 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.
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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