DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
D•••••••• I••••••••• C••••••••• L••
Latest filing Mar 19, 2026
First filing on the tape Feb 2, 2012 · 28 filings
SEC status approved since Jan 3, 2011
RAUM
$2.9B
reported, Item 5.F
Discretionary
21%
of RAUM
Private clients
17%
$480M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$361M
derived; firm RAUM over IAPD count
Employees
14
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$2.9B as of Mar 19, 2026
Apr 2, 2012$443M then
HNW client RAUM$403M as of Mar 19, 2026
Mar 30, 2018$211M then
State-registered IARs (5.B.3)10 as of Mar 19, 2026
Mar 28, 20136 then
Employees (5.A)14 as of Mar 19, 2026
Mar 28, 201310 then
Private funds: no history
RAUM +17% over the last fiscal year+19% a year over threeIARs 7 to 10offices 0 to 1
Practice profile
derived from the filing of Mar 19, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- ocio institutional a••••••y · selection of other advisers (5.G.7) and institutional share at least 50 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $361MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 50derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $5.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 21%derivedof RAUM
- Institutional
- 80%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 4.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +43%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +57%derived
- Compensation
- percentage of assets, hourly, fixed fees, commissionsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$2.2B76%
- High-net-worth individuals$403M14%
- Corporations and businesses$101M3.5%
- State and municipal entities$83.7M2.9%
- Individuals$77.3M2.7%
- Insurance companies$11.2M0.4%
- Charitable organizations$5.7M0.2%
- Individual clients
- 250reported
- HNW clients
- 153reported
- Pension plan clients
- 82reported
- Charitable clients
- n/areported
- Accounts
- 498reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourly, commissionsreported
- Class basis
- private_client_share=0.17 fund_share=0.0 institutional_share=0.8 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C••• V•• H••••••• B••••••Chartered Financial Consultant | Bend, Or | Jul 31, 2013 | 38 y | 1 |
| L•••• J••• F•••••••••Certified Financial Planner | Portland, Or | Nov 15, 2013 | 33 y | 0 |
| T•••••• J••• C••••• | Portland, Or | Sep 26, 2014 | 29 y | 2 |
| M•••••••• B•••• H••• | Portland, Or | Jan 1, 2025 | 37 y | 2 |
| A•••• M• B••••••Certified Financial Planner | Portland, Or | Jan 1, 2025 | 20 y | 1 |
| S•••• K••••• A•••• | Bend, Or | Dec 17, 2025 | 32 y | 1 |
| T•••••• P••• F•••• | Portland, Or | Jan 26, 2026 | 19 y | 3 |
| J••• J• B••••••••• | Portland, Or | May 11, 2026 | 14 y | 1 |
Advisor movement
3 left, 3 joined in 12 months
net 0 in 12 months2 left in 90 days0 joined in 90 daysdeparture rate 38% of current headcount4 left over 36 months
Left, latest
- P••••• G•••• S•••••• to I•• W••••• M••••••••• L••Jul 20, 2026 · Other
- J••••••• K••• M••• to I•• W••••• M••••••••• L••Jul 20, 2026 · Other
- J•••• V•••••• S•••••• to N••••••••• A•••• M••••••••• L••May 6, 2026 · Other
- K••• D•••• D•••••• to M••••• G••••• A••••••• I•••Jan 3, 2025 · Other
- N••••• M• B••••• to T•• F•••••••• A•••••••• L••Jan 5, 2022 · RIA to RIA
- M•••••• D••• W•••••• to T•• F•••••••• A•••••••• L••Jun 3, 2021 · RIA to RIA
Joined, latest
- J••• J• B••••••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••May 11, 2026 · Other
- T•••••• P••• F•••• from V••• R••••••••• A•••••••• L••Jan 26, 2026 · Other
- S•••• K••••• A•••• from A••••• C••••••Dec 17, 2025 · Other
- J•••• V•••••• S•••••• from H•••• I••••••••Mar 21, 2025 · Other
- A•••• M• B•••••• from S••••• F•••••••• P•••••••Jan 1, 2025 · Other
- M•••••••• B•••• H••• from D•••••••• I••••••••• A•••••••• I•••Jan 1, 2025 · Other
- J••••••• K••• M••• from A•••••• W••••• L•Apr 12, 2022 · RIA to RIA
- K••• D•••• D•••••• from E•••••••• W••••• M•••••••••Jul 14, 2021 · RIA to RIA
- P••••• G•••• S•••••• from C••• L••Mar 4, 2020 · Other
- T•••••• J••• C••••• from F•••••••• T••••••• I•••Sep 26, 2014 · Other
- M•••••• D••• W•••••• from S••••••• F•••••••• S•••••••• I•••Sep 17, 2014 · Other
- C••• V•• H••••••• B•••••• from N•• A•••••• S•••••••• L••Jul 31, 2013 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for I•• W••••• M••••••••• L••Jul 20, 2026 · Portland, Or
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- H•••• M••••••••• B•••• · Owner/Chief Compliance Officercontrolsince 09/2010 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Portland, Or · principal | 8 | 3 | 3 | 1 | |
| Bend, Or | 3 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- client count surgeChange between filings · filing Mar 19, 2026individual and HNW clients (Item 5.D) moved from 257.0 to 403.0 (+57.0%) between the annual amendments of 2025-02-26 and 2026-03-19; the peer median change was 0.0% (37 comparable advisers, 94.0th percentile of changes)peers: other advisers, $1B to $5B (37) · 94% percentile
What changed
consecutive filings, newest first
- Accounts · 340 to 498Jan 26, 2026 to Mar 19, 2026
- Advisory employees · 7 to 10Jan 26, 2026 to Mar 19, 2026
- Corporate clients · unset to 8.0Jan 26, 2026 to Mar 19, 2026
- HNW clients · 86 to 153Jan 26, 2026 to Mar 19, 2026
- Individual clients · 171 to 250Jan 26, 2026 to Mar 19, 2026
- Pension plan clients · 77 to 82Jan 26, 2026 to Mar 19, 2026
- Employees · 12 to 14Jan 26, 2026 to Mar 19, 2026
- State-registered IARs · 7 to 10Jan 26, 2026 to Mar 19, 2026
- Discretionary RAUM · $467M to $598MJan 26, 2026 to Mar 19, 2026
- HNW RAUM · $281M to $403MJan 26, 2026 to Mar 19, 2026
- Individual RAUM · $66.1M to $77.3MJan 26, 2026 to Mar 19, 2026
- Non-discretionary RAUM · $2.0B to $2.3BJan 26, 2026 to Mar 19, 2026
- Pension RAUM · $2.0B to $2.2BJan 26, 2026 to Mar 19, 2026
- RAUM · $2.5B to $2.9BJan 26, 2026 to Mar 19, 2026
- Other offices · 0 to 1Feb 26, 2025 to Jan 26, 2026
- RAUM · $2.1B to $2.5BMar 21, 2024 to Feb 26, 2025
- Accounts · 373 to 340Mar 21, 2024 to Feb 26, 2025
- Advisory employees · 8 to 7Mar 21, 2024 to Feb 26, 2025
- HNW clients · 94 to 86Mar 21, 2024 to Feb 26, 2025
- Individual clients · 197 to 171Mar 21, 2024 to Feb 26, 2025
- Financial planning clients · 1-10 to 0Mar 21, 2024 to Feb 26, 2025
- State-registered IARs · 8 to 7Mar 21, 2024 to Feb 26, 2025
- Discretionary RAUM · $423M to $467MMar 21, 2024 to Feb 26, 2025
- HNW RAUM · $230M to $281MMar 21, 2024 to Feb 26, 2025
- Individual RAUM · $80.2M to $66.1MMar 21, 2024 to Feb 26, 2025
- Non-discretionary RAUM · $1.7B to $2.0BMar 21, 2024 to Feb 26, 2025
- Pension RAUM · $1.7B to $2.0BMar 21, 2024 to Feb 26, 2025
- Accounts · 327 to 373Mar 20, 2023 to Mar 21, 2024
- Corporate clients · 6.0 to unsetMar 20, 2023 to Mar 21, 2024
- HNW clients · 70 to 94Mar 20, 2023 to Mar 21, 2024
- Individual clients · 171 to 197Mar 20, 2023 to Mar 21, 2024
- Pension plan clients · 78 to 77Mar 20, 2023 to Mar 21, 2024
- Employees · 8 to 12Mar 20, 2023 to Mar 21, 2024
- Financial planning clients · 0 to 1-10Mar 20, 2023 to Mar 21, 2024
- Discretionary RAUM · $345M to $423MMar 20, 2023 to Mar 21, 2024
- HNW RAUM · $197M to $230MMar 20, 2023 to Mar 21, 2024
- Individual RAUM · $49.1M to $80.2MMar 20, 2023 to Mar 21, 2024
- Non-discretionary RAUM · $1.3B to $1.7BMar 20, 2023 to Mar 21, 2024
- Pension RAUM · $1.3B to $1.7BMar 20, 2023 to Mar 21, 2024
- RAUM · $1.7B to $2.1BMar 20, 2023 to Mar 21, 2024
Signals
8 dated events
- P••••• G•••• S•••••• left D•••••••• I••••••••• C••••••••• L•• for I•• W••••• M••••••••• L•• (registered 2026-07-17)Jul 20, 2026 · a•••••• firm change · fact
- J••••••• K••• M••• left D•••••••• I••••••••• C••••••••• L•• for I•• W••••• M••••••••• L•• (registered 2026-07-22)Jul 20, 2026 · a•••••• firm change · fact
- 2 advisors left D•••••••• I••••••••• C••••••••• L•• (Portland, OR) for I•• W••••• M••••••••• L•• on the same dayJul 20, 2026 · Team lift-out · derived
- J•••• V•••••• S•••••• left D•••••••• I••••••••• C••••••••• L•• for N••••••••• A•••• M••••••••• L•• (registered 2026-06-26)May 6, 2026 · a•••••• firm change · fact
- K••• D•••• D•••••• left D•••••••• I••••••••• C••••••••• L•• for M••••• G••••• A••••••• I••• (registered 2025-01-07)Jan 3, 2025 · a•••••• firm change · fact
- D•••••••• I••••••••• C••••••••• L•• reported RAUM $2.1B, up 26% from $1.7B (2023-03-20 to 2024-03-21)Mar 21, 2024 · RAUM change · derived
- D•••••••• I••••••••• C••••••••• L•• reported RAUM $1.7B, up 28% from $1.3B (2022-03-15 to 2023-03-20)Mar 20, 2023 · RAUM change · derived
- N••••• M• B••••• left D•••••••• I••••••••• C••••••••• L•• for T•• F•••••••• A•••••••• L•• (registered 2022-01-19)Jan 5, 2022 · a•••••• firm change · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/deschutes-investment-consulting-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 503-224-3700reportedpublic record, Form ADV, Mar 19, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $361Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026