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| Cascade Investment Advisors Inc
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| CRD # | 117294 |
| SEC # | 801-62891 |
| CIK # | 0001681490 |
| AUM | 360.4 M (2026-02-20) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 503-417-1950 |
| Address | 503 High Street Oregon City, OR 97045 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001681490 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Applied Materials Inc /DE | 0.0 | ||
| Apple Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Jabil Circuit Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| US Bancorp de | 0.0 | ||
| Cummins Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Schwab Charles Corp | 0.0 | ||
| Novartis AG | 0.0 | ||
| Williams Sonoma Inc | 0.0 | ||
| Hilton Worldwide Holdings Inc | 0.0 | ||
| Paccar Inc | 0.0 | ||
| Qualys Inc | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Jones Lang LaSalle Inc | 0.0 | ||
| Zebra Technologies Corp | 0.0 | ||
| Microchip Technology Inc | 0.0 | ||
| C H Robinson Worldwide Inc | 0.0 | ||
| Simon Property Group Inc /DE/ | 0.0 | ||
| Assurant Inc | 0.0 | ||
| Nucor Corp | 0.0 | ||
| ING US Inc | 0.0 | ||
| Medtronic Holdings Ltd | 0.0 | ||
| OSI Systems Inc | 0.0 | ||
| Qualcomm Inc/DE | 0.0 | ||
| Emerson Electric Co | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 84.9 |
| (b) Individuals (high net worth individuals) | 62 | 275.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 501 | 360.4 |
| By Discretionary | ||
| Discretionary | 472 | 336.7 |
| Non-Discretionary | 29 | 23.7 |
| Total | 501 | 360.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 360.4 | |
| Total | 501 | 360.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001681490] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pace Financial Advisors Inc
✚
|
OR | 362.1 M |
|
Briggs Wealth Management Inc
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Sierra Investment Management LLC
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CA | 360.9 M |
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Sonata Capital Group Inc
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Kessler Investment Group LLC
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IN | 359.7 M |
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Novak & Powell Financial Services Inc
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Washington Park Capital Management LLC
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OR | 359.5 M |
|
Lifeway Financial Corporation
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TX | 358.7 M |
|
Bluestem Financial Advisors LLC
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IL | 358.2 M |
|
Pillar Financial Advisors LLC
✚
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KY | 357.9 M |