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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

QUEST INVESTMENT MANAGEMENT, LLC

CRD 110640

LAKE OSWEGO, 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:f765e40e-e091-b82e-d022-beff2083e889

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 0
Observed: Mar 21, 2012 to Mar 5, 2026
24 observations

Across DFX

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.

Facts

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

Firm class: other adviserderivedprivate_client_share=0.06 fund_share=0.09 institutional_share=0.63 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.7BItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $102MderivedItem 5.D individuals plus high net worth individuals
Private client share: 6%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $285Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 125
Individual clients: 42
High net worth clients: 36
SEC number: 801-23659
CRD: 110640
Filings on the tape: 24
First filed: Mar 21, 2012
Latest filed: Mar 5, 2026
Organised: Limited Liability Company, OR
Website: questinvestment.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
BRADLEY JON CARTER	Chartered Financial Analyst	LAKE OSWEGO, OR	2	23	n/a	no
JON PATRICK BETTENDORF	n/a	LAKE OSWEGO, OR	2	28	1	no
DOUGLAS PAUL GOEBEL	Certified Financial Planner\|Chartered Financial Analyst	LAKE OSWEGO, OR	2	33	n/a	no
ERIK ROBERT WALD	n/a	LAKE OSWEGO, OR	1	23	n/a	no
CAMERON MITCHELL JOHNSON	n/a	LAKE OSWEGO, OR	1	36	n/a	no
DEREK ALLEN EBEL	n/a	LAKE OSWEGO, OR	1	28	n/a	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
JOHNSON, CAMERON, MITCHELL	SHAREHOLDER, DIRECTOR, PRESIDENT	D	yes	01/2016	Mar 21, 2012	Mar 21, 2024
JOHNSON, CAMERON, MITCHELL	CEO/CHIEF COMPLIANCE OFFICER	Na	yes	02/1985	Mar 21, 2012	Mar 21, 2024
JOHNSON, KEVIN, MONTGOMERY	SHAREHOLDER, DIRECTOR, SECRETARY	D	yes	01/2016	Mar 21, 2012	Mar 21, 2024
JOHNSON, KEVIN, MONTGOMERY	SECRETARY/TREAS. SENIOR VICE PRESIDENT	Na	yes	03/1996	Mar 21, 2012	Mar 21, 2024
JOHNSON, MONTE, LEROY	Chairman	Na	yes	02/1985	Mar 21, 2012	Mar 21, 2024
QUEST INVESTMENT MANAGEMENT HOLDINGS, INC.	ELECTED MANAGER	D	yes	02/2016	Feb 26, 2016	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 5, 2026	$1.7B	$1.7B	9	8	0	n/a	n/a
2024	Mar 13, 2025	$1.6B	$1.6B	10	9	0	n/a	n/a
2023	Mar 21, 2024	$1.5B	$1.5B	10	9	0	n/a	n/a
2022	Mar 9, 2023	$1.5B	$1.5B	10	9	0	n/a	n/a
2021	Jan 31, 2022	$1.8B	$1.8B	10	9	0	n/a	n/a
2020	Mar 5, 2021	$1.7B	$1.7B	10	9	0	n/a	n/a
2019	Mar 6, 2020	$1.4B	$1.4B	10	9	0	n/a	n/a
2018	Mar 21, 2019	$1.3B	$1.3B	10	9	0	n/a	n/a
2017	Mar 21, 2018	$1.2B	$1.2B	10	9	0	n/a	n/a
2016	Mar 10, 2017	$1.3B	$1.3B	10	9	n/a	n/a	n/a
2015	Feb 26, 2016	$1.2B	$1.2B	10	8	n/a	n/a	n/a
2014	Feb 11, 2015	$1.2B	$1.2B	10	8	n/a	n/a	n/a
2013	Mar 5, 2014	$1.4B	$1.4B	10	8	n/a	n/a	n/a
2012	Mar 21, 2013	$1.8B	$1.8B	10	9	n/a	n/a	n/a
2011	Mar 21, 2012	$1.9B	$1.9B	n/a	n/a	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
0	0	0	0.0%	0	0	0	1	0

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	$1.7B	$1.6B	8.0%	$1.5B	4.2%	9	10	0	0

Relationships

Registered with (6)

← DEREK ALLEN EBELAdvisorregistration: current employment
Jan 17, 2025 to presentfactForm ADV
← CAMERON MITCHELL JOHNSONAdvisorregistration: current employment
Oct 23, 2024 to presentfactForm ADV
← ERIK ROBERT WALDAdvisorregistration: current employment
Oct 16, 2024 to presentfactForm ADV
← DOUGLAS PAUL GOEBELAdvisorregistration: current employment
Sep 20, 2024 to presentfactForm ADV
← JON PATRICK BETTENDORFAdvisorregistration: current employment
Sep 17, 2024 to presentfactForm ADV
← BRADLEY JON CARTERAdvisorregistration: current employment
May 31, 2024 to presentfactForm ADV

Controls (4)

← JOHNSON, CAMERON, MITCHELLOwnerSHAREHOLDER, DIRECTOR, PRESIDENT, ownership code D, individual
Mar 21, 2012 to Mar 21, 2024factForm ADV
← JOHNSON, KEVIN, MONTGOMERYOwnerSHAREHOLDER, DIRECTOR, SECRETARY, ownership code D, individual
Mar 21, 2012 to Mar 21, 2024factForm ADV
← JOHNSON, MONTE, LEROYOwnerCHAIRMAN, ownership code NA, individual
Mar 21, 2012 to Mar 21, 2024factForm ADV
← QUEST INVESTMENT MANAGEMENT HOLDINGS, INC.OwnerELECTED MANAGER, ownership code D, domestic entity
Feb 26, 2016 to Mar 21, 2024factForm ADV

Dated events

Occurred
Mar 21, 2024
Control person left
Glen Gregory Sherwood (President/Cio) no longer on Schedule A of Quest Investment Management, Llc (listed 2023-03-09, absent 2024-03-21)
Form ADVobserved 5 days ago
Occurred
Apr 11, 2016
Succession filed (Item 4)
Quest Investment Management, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f765e40e-e091-b82e-d022-beff2083e889
First observed: Mar 21, 2012
Last observed: Mar 5, 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.

QUEST INVESTMENT MANAGEMENT, LLC

CRD 110640

LAKE OSWEGO, 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:f765e40e-e091-b82e-d022-beff2083e889

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:39 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRADLEY JON CARTER

Chartered Financial Analyst

LAKE OSWEGO, OR

n/a

JON PATRICK BETTENDORF

n/a

LAKE OSWEGO, OR

DOUGLAS PAUL GOEBEL

Certified Financial Planner|Chartered Financial Analyst

LAKE OSWEGO, OR

n/a

ERIK ROBERT WALD

n/a

LAKE OSWEGO, OR

n/a

CAMERON MITCHELL JOHNSON

n/a

LAKE OSWEGO, OR

n/a

DEREK ALLEN EBEL

n/a

LAKE OSWEGO, OR

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JOHNSON, CAMERON, MITCHELL

SHAREHOLDER, DIRECTOR, PRESIDENT

yes

01/2016

Mar 21, 2012

Mar 21, 2024

JOHNSON, CAMERON, MITCHELL

CEO/CHIEF COMPLIANCE OFFICER

yes

02/1985

Mar 21, 2012

Mar 21, 2024

JOHNSON, KEVIN, MONTGOMERY

SHAREHOLDER, DIRECTOR, SECRETARY

yes

01/2016

Mar 21, 2012

Mar 21, 2024

JOHNSON, KEVIN, MONTGOMERY

SECRETARY/TREAS. SENIOR VICE PRESIDENT

yes

03/1996

Mar 21, 2012

Mar 21, 2024

JOHNSON, MONTE, LEROY

Chairman

yes

02/1985

Mar 21, 2012

Mar 21, 2024

QUEST INVESTMENT MANAGEMENT HOLDINGS, INC.

ELECTED MANAGER

yes

02/2016

Feb 26, 2016

Mar 21, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$1.7B

n/a

2024

Mar 13, 2025

$1.6B

n/a

2023

Mar 21, 2024

$1.5B

n/a

2022

Mar 9, 2023

$1.5B

n/a

2021

Jan 31, 2022

$1.8B

n/a

2020

Mar 5, 2021

$1.7B

n/a

2019

Mar 6, 2020

$1.4B

n/a

2018

Mar 21, 2019

$1.3B

n/a

2017

Mar 21, 2018

$1.2B

n/a

2016

Mar 10, 2017

$1.3B

n/a

2015

Feb 26, 2016

$1.2B

n/a

2014

Feb 11, 2015

$1.2B

n/a

2013

Mar 5, 2014

$1.4B

n/a

2012

Mar 21, 2013

$1.8B

n/a

2011

Mar 21, 2012

$1.9B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.7B

$1.6B

8.0%

$1.5B

4.2%