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Cascade Financial Strategies

Cascade Financial Strategies. CRD 166610

C

CRD: 166610

Cascade Financial Strategies

Bend, OR, 97702
5416785475
www.cascadefs.com
$150.9M Total AUM
$150.3M Disc. AUM
-- 3Y CAGR
5 Employees
321 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · LPL Financial · TD Ameritrade
Clients
Retail and Institutional
Platforms
Meridian foundationFusion +more
Established Date
03-20-2013
Office Locations
1

Office Locations

243 Scalehouse Loop 1A Bend OR

About Cascade Financial Strategies

Cascade Financial Strategies is an independent, fee-only RIA in Bend, Oregon providing investment management and comprehensive financial planning, including socially responsible investing (SRI/ESG). The team works with individuals and families to align portfolios and planning to lifetime goals, with implementation commonly through ETFs and mutual funds. Registered in OR and licensed in CA and ID; custodied in part at Schwab.

Team overview

-- AVG AGE
$50.3M AVG AUM / ADVISOR
$470.0K AVG AUM / CLIENT
5.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Vital Frontier Fusion Bridge oak

Client Personas

Eagle Delta bridge Vital insight

Custodian

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Investment Themes

Capital Frontier peak Frontier unison Radial summit

Investment Vehicles

Signal Value

Platform

Delta foundation

Services

Ember Ember Crest Unison eagle Summit Wave harbor Vital Oak North quantum

Technology

Insight Glacier Ember Crest Radial

Owner & Executives

J

JOHN ANDERSON SCHNIEPP

CFP, Chief Compliance Officer, Owner

CRD
#4576961
Ownership
75% or more
(981) 278-6323
radial.focus@embercapital.com
in linkedin.com/in/oak-vital

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Contacts

MARC ALLAN EPPINGER

MARC ALLAN EPPINGER

Vice President

CRD
#7175513
(669) 556-8696
matrix.vertex@pathwaycapital.com
in linkedin.com/in/value-wave
K

Katie Marie Martin Hewitt

--

CRD
#7529409
(310) 476-9910
element.summit@momentumcapital.com
in linkedin.com/in/eagle-eagle

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-14-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $150,271,230 $251,290
Non-Discretionary $605,000 $86,429
Total $150,876,230 $249,382

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Separately Managed Accounts

Total SMA Asset: $150,876,230

$150.9M Total SMA
Private Funds:
8.5%
Corporate - Investment Grade:
8.1%
Equity - Exchange:
5.5%
Equity - OTC:
15.5%
U.S. Government/Agency:
15.8%
Cash:
16.0%
Other:
20.0%
Municipal Bonds:
10.6%
Asset class Assets Assets %
Private Funds $325,626,018 8.5%
Corporate - Investment Grade $310,302,440 8.1%
Equity - Exchange $210,699,188 5.5%
Equity - OTC $593,788,621 15.5%
U.S. Government/Agency $605,281,304 15.8%
Cash $612,943,092 16.0%
Other $766,178,865 20.0%
Municipal Bonds $406,074,799 10.6%
Total $3,830,894,327 100.0%

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