CRD: 117294
Cascade Investment Advisors, Inc.
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- Custodian
- Charles Schwab & Company · US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-15-1997
- Office Locations
- 1
Office Locations
About Cascade Investment Advisors, Inc.
Cascade Investment Advisors, Inc. is an Oregon City, OR RIA serving retail clients with financial and estate planning, portfolio construction, and retirement plan guidance. Portfolios emphasize ETFs alongside fixed income (including municipal and investment-grade bonds) and cash, guided by asset allocation and risk management. The firm publishes a monthly one-page “Marketline” market commentary and maintains an active Market Musings blog.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHELLE H RAND
Chief Compliance Officer, Investment Advisor
- CRD
- #2581018
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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WARREN NMN HASTINGS III
Portfolio Manager
- CRD
- #1648350
DAVID JOHN SCHUE
Analyst
- CRD
- #7796757
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $336,675,436 | $713,295 |
| Non-Discretionary | $23,745,309 | $818,804 |
| Total | $360,420,745 | $719,403 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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