This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$360MItem 5.F on the latest filing (2026-02-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$337M

Private client RAUM

$360MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$120Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

501

Individual clients

115

High net worth clients

62

SEC number

801-62891

CIK

1681490

CRD

117294

Filings on the tape

26

First filed

Feb 23, 2012

Latest filed

Feb 20, 2026

Organised

Corporation, OR

Website

cascadeinvestors.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:56c10595-95f8-042d-d0dd-4fe6722a935c

First observed

Feb 23, 2012

Last observed

Feb 20, 2026 7 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.