Fort Vancouver Investment Management LLC

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Assets, Funds, Holdings

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Fort Vancouver Investment Management LLC
CRD #157019
SEC #801-112403
CIK #0002032698
AUM 237.1 M (2026-02-11)
Employees 4 (100% Investors, 0% Brokers)
Fees
Minimum
Phone360-823-0477
Address1601 Officers Row
Vancouver, WA 98661
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
2502001501005002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 111 50.1
(b) Individuals (high net worth individuals) 82 185.5
(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 1 1.5
(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 586 237.1
By Discretionary
Discretionary 586 237.1
Non-Discretionary 0 0.0
Total 586 237.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 237.1
Total 586 237.1
EDGAR Form CIK 2011 - 2026
13F-HR [0002032698]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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