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| Cascade Investment Group Inc
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|---|---|
| CRD # | 35844 |
| SEC # | 801-53819 |
| CIK # | 0001648887, 0001052192, 0000919447, 0000018061 |
| AUM | 419.9 M (2026-03-23) |
| Employees | 6 (67% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 719-632-0818 |
| Address | 444 E Pikes Peak Avenue Colorado Springs, CO 80903 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001648887 0001052192 0000919447 0000018061 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.0 | ||
| Chevron Corp | 3.0 | ||
| Amazon Com Inc | 2.9 | ||
| Pembina Pipeline Corp | 2.5 | ||
| Simon Property Group Inc /DE/ | 2.4 | ||
| Alphabet Inc | 2.3 | ||
| Microsoft Corp | 2.2 | ||
| Visa Inc | 2.0 | ||
| Antero Midstream GP LP | 1.8 | ||
| Iron Mountain Inc | 1.8 | ||
| International Business Machines Corp | 1.8 | ||
| J P Morgan Chase & Co | 1.8 | ||
| Energy Transfer Equity LP | 1.8 | ||
| Global Partners LP | 1.7 | ||
| Alphabet Inc | 1.7 | ||
| Altria Group Inc | 1.7 | ||
| Omega Healthcare Investors Inc | 1.6 | ||
| Nvidia Corp | 1.4 | ||
| Susser Petroleum Partners LP | 1.4 | ||
| AbbVie Inc | 1.4 | ||
| Quanta Services Inc | 1.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 502 | 142.1 |
| (b) Individuals (high net worth individuals) | 78 | 208.0 |
| (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 | 25 | 40.4 |
| (h) Charitable organizations | 9 | 25.5 |
| (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 | 9 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 978 | 419.9 |
| By Discretionary | ||
| Discretionary | 953 | 379.5 |
| Non-Discretionary | 25 | 40.4 |
| Total | 978 | 419.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 419.9 | |
| Total | 978 | 419.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000018061] | |
| 10-Q | [0000018061] | |
| 4 | [0000018061] | |
| 8-K | [0000018061] | |
| SC 13D | [0000018061] | |
| SC 13G | [0000018061] | |
| 13F-HR | [0000919447] | |
| 3 | [0001052192] | |
| 4 | [0001052192] | |
| SC 13D | [0001052192] | |
| SC 13G | [0001052192] | |
| D | [0001648887] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 3 |
| Serves | Institutional, Retail, Research |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Ecolab Inc ECL
Common Stock
|
2024-11-22 | Sell | 116 | $246.85 | 28,635 |
|
Ecolab Inc ECL
Common Stock
|
2024-11-22 | Sell | 52,965 | $246.15 | 13,037,335 |
|
Ecolab Inc ECL
Common Stock
|
2024-11-22 | Sell | 16,919 | $245.34 | 4,150,907 |
|
Ecolab Inc ECL
Common Stock
|
2024-11-21 | Sell | 28,249 | $242.21 | 6,842,190 |
|
Ecolab Inc ECL
Common Stock
|
2024-11-21 | Sell | 71,751 | $243.02 | 17,436,928 |
|
Ecolab Inc ECL
Common Stock
|
2024-11-20 | Sell | 7,698 | $242.42 | 1,866,149 |
|
Ecolab Inc ECL
Common Stock
|
2024-11-20 | Sell | 44,960 | $241.59 | 10,861,886 |
|
Ecolab Inc ECL
Common Stock
|
2024-11-20 | Sell | 52,684 | $240.66 | 12,678,931 |
|
Ecolab Inc ECL
Common Stock
|
2024-11-20 | Sell | 1,200 | $243.65 | 292,380 |
|
Ecolab Inc ECL
Common Stock
|
2024-11-19 | Sell | 42,460 | $244.35 | 10,375,101 |
|
Ecolab Inc ECL
Common Stock
|
2024-11-19 | Sell | 8,785 | $243.32 | 2,137,566 |
|
Ecolab Inc ECL
Common Stock
|
2024-11-19 | Sell | 28,340 | $245.03 | 6,944,150 |
|
Ecolab Inc ECL
Common Stock
|
2024-11-18 | Sell | 72,725 | $245.89 | 17,882,350 |
|
Ecolab Inc ECL
Common Stock
|
2024-11-18 | Sell | 11,148 | $246.38 | 2,746,644 |
|
Ecolab Inc ECL
Common Stock
|
2024-11-15 | Sell | 74,049 | $245.04 | 18,144,967 |
|
Ecolab Inc ECL
Common Stock
|
2024-11-15 | Sell | 25,951 | $245.75 | 6,377,458 |
|
Ecolab Inc ECL
Common Stock
|
2024-11-14 | Sell | 81,253 | $247.72 | 20,127,993 |
|
Ecolab Inc ECL
Common Stock
|
2024-11-14 | Sell | 8,212 | $249.31 | 2,047,334 |
|
Ecolab Inc ECL
Common Stock
|
2024-11-14 | Sell | 10,535 | $249.68 | 2,630,379 |
|
Ecolab Inc ECL
Common Stock
|
2024-11-13 | Sell | 114,465 | $249.58 | 28,568,175 |
| showing 20 of 200 most recent transactions | |||||
| Comparable Firms | State | AUM |
|---|---|---|
|
Sylvest Advisors LLC
✚
|
TX | 425.7 M |
|
Paradigm Investment Advisory LLC
✚
|
NJ | 425.1 M |
|
Smart Money Group LLC
✚
|
TX | 424.3 M |
|
Sage Financial Management Group Inc
✚
|
VA | 423.2 M |
|
Harlow Wealth Management Inc
✚
|
WA | 419.4 M |
|
WT Wealth Management LLC
✚
|
AZ | 419.1 M |
|
Eagle Wealth Management Group Inc
✚
|
CA | 417.5 M |
|
Castleview Partners LLC
✚
|
TX | 416.9 M |
|
SGL Financial LLC
✚
|
IL | 416.0 M |
|
Goodman Advisory Group LLC
✚
|
MA | 415.5 M |