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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

DESCHUTES INVESTMENT CONSULTING, LLC

CRD 155312

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0a425550-09b1-e2f4-4877-23e4cd861425

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 8
On other graphs: 1
Observed: Feb 2, 2012 to Mar 19, 2026
28 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Deschutes Investment Consulting, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.17 fund_share=0.0 institutional_share=0.8 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.9BItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $598M
Private client RAUM: $480MderivedItem 5.D individuals plus high net worth individuals
Private client share: 17%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $361Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 10
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 498
Individual clients: 250
High net worth clients: 153
SEC number: 801-72021
CRD: 155312
Filings on the tape: 28
First filed: Feb 2, 2012
Latest filed: Mar 19, 2026
Organised: Limited Liability Company, OR
Website: deschutesinvestment.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CARL VON HOFFMANN BURNHAM	Chartered Financial Consultant	BEND, OR \| PORTLAND, OR	13	38	1	no
LAURA JEAN FALLON-BURNS	Certified Financial Planner	PORTLAND, OR	12	33	n/a	no
TIMOTHY JOHN COOPER	n/a	PORTLAND, OR	11	29	2	no
MACGREGOR BRUCE HALL	n/a	PORTLAND, OR	1	37	2	no
AARON M BUECHEL	Certified Financial Planner	PORTLAND, OR	1	20	1	no
SCOTT KEMPER AGNEW	n/a	BEND, OR \| PORTLAND, OR	0	32	1	no
Timothy Paul Foley	n/a	PORTLAND, OR	0	19	3	no
John J Ballantyne	n/a	PORTLAND, OR \| Bend, OR	0	14	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HALL, MACGREGOR, BRUCE	OWNER/CHIEF COMPLIANCE OFFICER	E	yes	09/2010	Feb 2, 2012	Mar 21, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 16 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$2.9B	$598M	14	10	1	n/a	n/a
2024	Feb 26, 2025	$2.5B	$467M	12	7	0	n/a	n/a
2023	Mar 21, 2024	$2.1B	$423M	12	8	0	n/a	n/a
2022	Mar 20, 2023	$1.7B	$345M	8	8	0	n/a	n/a
2021	Mar 15, 2022	$1.3B	$409M	12	6	0	n/a	n/a
2020	Mar 8, 2021	$1.3B	$254M	13	7	0	n/a	n/a
2019	Mar 24, 2020	$1.2B	$250M	11	7	0	n/a	n/a
2018	Mar 14, 2019	$1.1B	$217M	10	6	1	n/a	n/a
2017	Mar 30, 2018	$1.2B	$245M	10	9	0	n/a	n/a
2016	Mar 22, 2017	$974M	$188M	14	9	n/a	n/a	n/a
2015	Feb 29, 2016	$858M	$146M	14	9	n/a	n/a	n/a
2014	Feb 6, 2015	$858M	$125M	12	7	n/a	n/a	n/a
2013	Apr 29, 2014	$633M	$81.6M	10	7	n/a	n/a	n/a
2012	Mar 28, 2013	$511M	$72.0M	10	6	n/a	n/a	n/a
2011	Apr 2, 2012	$443M	$44.0M	n/a	n/a	n/a	n/a	n/a
2001	Mar 28, 2014	$633M	$81.6M	10	7	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	3	0	37.5%	0	2	0	6	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.9B	$2.5B	16.7%	$1.7B	19.5%	14	12	1	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
IHT WEALTH MANAGEMENT LLC	2	Jul 20, 2026	Jul 22, 2026	PORTLAND, OR	Team lift out	Other	20.0%

Relationships

Registered with (14)

← John J BallantyneAdvisorregistration: current employment
May 11, 2026 to presentfactForm ADV
← Timothy Paul FoleyAdvisorregistration: current employment
Jan 26, 2026 to presentfactForm ADV
← SCOTT KEMPER AGNEWAdvisorregistration: current employment
Dec 17, 2025 to presentfactForm ADV
← MACGREGOR BRUCE HALLAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← AARON M BUECHELAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← TIMOTHY JOHN COOPERAdvisorregistration: current employment
Sep 26, 2014 to presentfactForm ADV
← LAURA JEAN FALLON-BURNSAdvisorregistration: current employment
Nov 15, 2013 to presentfactForm ADV
← CARL VON HOFFMANN BURNHAMAdvisorregistration: current employment
Jul 31, 2013 to presentfactForm ADV
← PHILIP GLENN SHERMANAdvisorregistration: previous registration
Mar 4, 2020 to Jul 20, 2026factForm ADV
← JONATHAN KYLE METZAdvisorregistration: previous registration
Apr 12, 2022 to Jul 20, 2026factForm ADV
← Jacob Vincent StewartAdvisorregistration: previous registration
Mar 21, 2025 to May 6, 2026factForm ADV
← KYLE DAVID DODRILLAdvisorregistration: previous registration
Jul 14, 2021 to Jan 3, 2025factForm ADV
← Nicole M BrysonAdvisorregistration: previous registration
Jan 28, 2020 to Jan 5, 2022factForm ADV
← MICHAEL DEAN WALTERSAdvisorregistration: previous registration
Sep 17, 2014 to Jun 3, 2021factForm ADV

Moved with (1)

→ IHT WEALTH MANAGEMENT LLCRegistered adviser2 advisors, team lift out, same day
Jul 20, 2026 to Jul 22, 2026factForm ADV

Controls (1)

← HALL, MACGREGOR, BRUCEOwnerOWNER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 2, 2012 to Mar 21, 2024factForm ADV

Dated events

Occurred
Jul 20, 2026
Team lift-out
2 advisors left Deschutes Investment Consulting, LLC (Portland, OR) for Iht Wealth Management LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jul 20, 2026
Advisor changed firm
Philip Glenn Sherman left Deschutes Investment Consulting, Llc for Iht Wealth Management Llc (registered 2026-07-17)
Form ADVobserved 4 days ago
Occurred
Jul 20, 2026
Advisor changed firm
Jonathan Kyle Metz left Deschutes Investment Consulting, Llc for Iht Wealth Management Llc (registered 2026-07-22)
Form ADVobserved 4 days ago
Occurred
May 6, 2026
Advisor changed firm
Jacob Vincent Stewart left Deschutes Investment Consulting, Llc for Northcoast Asset Management Llc (registered 2026-06-26)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2025
Advisor changed firm
Kyle David Dodrill left Deschutes Investment Consulting, Llc for Mercer Global Advisors Inc. (registered 2025-01-07)
Form ADVobserved 4 days ago
Occurred
Mar 21, 2024
Regulatory AUM changed
Deschutes Investment Consulting, Llc reported RAUM $2.1B, up 26% from $1.7B (2023-03-20 to 2024-03-21)
Form ADVobserved 4 days ago
$435M
Occurred
Mar 20, 2023
Regulatory AUM changed
Deschutes Investment Consulting, Llc reported RAUM $1.7B, up 28% from $1.3B (2022-03-15 to 2023-03-20)
Form ADVobserved 4 days ago
$369M
Occurred
Jan 5, 2022
Advisor changed firm
Nicole M Bryson left Deschutes Investment Consulting, Llc for Tpg Financial Advisors, Llc (registered 2022-01-19)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0a425550-09b1-e2f4-4877-23e4cd861425
First observed: Feb 2, 2012
Last observed: Mar 19, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DESCHUTES INVESTMENT CONSULTING, LLC

CRD 155312

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0a425550-09b1-e2f4-4877-23e4cd861425

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:02 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CARL VON HOFFMANN BURNHAM

Chartered Financial Consultant

BEND, OR | PORTLAND, OR

LAURA JEAN FALLON-BURNS

Certified Financial Planner

PORTLAND, OR

n/a

TIMOTHY JOHN COOPER

n/a

PORTLAND, OR

MACGREGOR BRUCE HALL

n/a

PORTLAND, OR

AARON M BUECHEL

Certified Financial Planner

PORTLAND, OR

SCOTT KEMPER AGNEW

n/a

BEND, OR | PORTLAND, OR

Timothy Paul Foley

n/a

PORTLAND, OR

John J Ballantyne

n/a

PORTLAND, OR | Bend, OR

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HALL, MACGREGOR, BRUCE

OWNER/CHIEF COMPLIANCE OFFICER

yes

09/2010

Feb 2, 2012

Mar 21, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$2.9B

$598M

n/a

2024

Feb 26, 2025

$2.5B

$467M

n/a

2023

Mar 21, 2024

$2.1B

$423M

n/a

2022

Mar 20, 2023

$1.7B

$345M

n/a

2021

Mar 15, 2022

$1.3B

$409M

n/a

2020

Mar 8, 2021

$1.3B

$254M

n/a

2019

Mar 24, 2020

$1.2B

$250M

n/a

2018

Mar 14, 2019

$1.1B

$217M

n/a

2017

Mar 30, 2018

$1.2B

$245M

n/a

2016

Mar 22, 2017

$974M

$188M

n/a

2015

Feb 29, 2016

$858M

$146M

n/a

2014

Feb 6, 2015

$858M

$125M

n/a

2013

Apr 29, 2014

$633M

$81.6M

n/a

2012

Mar 28, 2013

$511M

$72.0M

n/a

2011

Apr 2, 2012

$443M

$44.0M

n/a

2001

Mar 28, 2014

$633M

$81.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

37.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.9B

$2.5B

16.7%

$1.7B

19.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

IHT WEALTH MANAGEMENT LLC

Jul 20, 2026

Jul 22, 2026

PORTLAND, OR

Team lift out

Other

20.0%