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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- Element
- Established Date
- 03-24-1994
- Office Locations
- 1
Office Locations
About Cascade Investment Group, Inc.
Cascade Investment Group is an independent, Colorado Springs-based RIA providing wealth management, investment advice, and financial and retirement planning, plus nonprofit asset management and special needs planning. The firm manages client assets in a fiduciary capacity with custom portfolios (no required model portfolios or platforms) and conflict disclosure, and builds allocations across ETFs, mutual funds, and fixed income; custodies with RBC.
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Owner & Executives
ROBERT GOLD WRUBEL
MANAGING DIRECTOR, President
- CRD
- #4487197
- Ownership
- 10% but less than 25%
SCOTT ALEXANDER RETHI
Chief Compliance Officer, Client Associate
- CRD
- #6524212
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KENNETH MICHAEL BEACH
Managing Director
- CRD
- #708700
THERESA G BROCK
Vice President
- CRD
- #5481762
Ember alpha
Capital north
- CRD
- #99087
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $379,472,177 | $398,187 |
| Non-Discretionary | $40,391,918 | $1,615,677 |
| Total | $419,864,095 | $429,309 |
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Separately Managed Accounts
Total SMA Asset: $419,864,095
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,412,435,224 | 21.8% |
| Equity - Exchange | $317,473,972 | 4.9% |
| U.S. Government/Agency | $991,296,281 | 15.3% |
| Corporate - Investment Grade | $1,464,267,710 | 22.6% |
| Equity - OTC | $1,483,704,892 | 22.9% |
| Municipal Bonds | $809,882,583 | 12.5% |
| Total | $6,479,060,662 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS PATHWAY DELTA | EMBER MOMENTUM | SF9H4XYVI | TOK | 4.55% | $49,861,915 |
| BEACON EMBER | PEAK EMBER | 6IKH0NS0G | NZZH | 5.20% | $95,449,159 |
| CATALYST EAGLE | OAK BEACON | 7L0620EV5 | CDFIK | 12.44% | $88,322,013 |
| MATRIX PATHWAY | RIDGE OAK | HX5M5D5Z1 | QTMO | 11.83% | $78,203,414 |
| DELTA SIGNAL | CAPITAL BEACON | 1WR9I7ROR | HRA | 1.28% | $66,954,746 |
| ZENITH PEAK | ATLAS CATALYST | B1Q991WNC | TBDBZ | 5.24% | $118,431,952 |
| BRIDGE LEGACY PIONEER | ATLAS LEGACY | HMILFJC25 | RZLSC | 6.40% | $72,761,890 |
| BRIDGE OPTIMA | MATRIX SIGNAL | J0A2EXU8V | KNK | 2.15% | $53,336,740 |