QUEST INVESTMENT MANAGEMENT, LLC
SEC RegisteredConsistency. Integrity. Excellence.
About the firm
Quest Investment Management is an independently-owned investment advisor managing long-only large-cap growth equity portfolios and asset allocation strategies for institutional clients. Headquartered in Lake Oswego, Oregon, the firm is 100% employee owned and managed. The Firm was founded in 1985 and the core of the investment team has worked together for over 30 years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Managing long-only large-cap growth equity portfolios and asset allocation strategies
Who they serve
Institutional clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 42 | $37M |
| High Net Worth Individuals | 36 | $65M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 8 | $161M |
| Charitable Organizations | 11 | $961M |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Institutional Large Cap Equity - First $25M | 0.60% |
| Institutional Large Cap Equity - Next $25M | 0.50% |
| Institutional Large Cap Equity - Over $50M | 0.40% |
| Retail Large Cap Equity - First $2.5M | 1.00% |
| Retail Large Cap Equity - Next $7.5M | 0.75% |
| Retail Large Cap Equity - Next $15M | 0.60% |
| Conservative CAAS - First $25M | 0.50% |
| Conservative CAAS - Next $25M | 0.40% |
| Conservative CAAS - Over $50M | 0.25% |
| Strategic CAAS - First $25M | 0.60% |
| Strategic CAAS - Next $25M | 0.50% |
| Strategic CAAS - Over $50M | 0.40% |
| Retail CAAS - All Assets | 1.00% |
Data as of March 5, 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. QUEST 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.