$13.2M Total AUM
$13.2M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2010
- Office Locations
- 1
Office Locations
-- Eugene OR
About Cascadia Investment Consultants
Cascadia Investment Consultants is an Oregon-registered, fee-only RIA providing private investment management for select families. Led by Wayne Michael Lottinville, CFA, the firm combines portfolio construction and ongoing asset management with financial and estate planning support. Portfolios are implemented primarily with ETFs, with custody through major platforms including Schwab and Vanguard.
Team overview
-- AVG AGE
$13.2M AVG AUM / ADVISOR
$777.5K AVG AUM / CLIENT
15.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Asset Classes
Delta legacy Ember
Investment Themes
Frontier legacy Horizon Matrix atlas
Investment Vehicles
Frontier
Services
Bridge eagle Signal Value Radial Ember atlas Bridge
Owner & Executives
W
WAYNE MICHAEL LOTTINVILLE
Chief Investment Officer, Manager, Owner
- CRD
- #2733882
- Ownership
- 75% or more
(686) 245-3929
insight.catalyst@embercapital.com
in linkedin.com/in/zenith-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,217,911 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,217,911 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,217,911
Equity - Exchange:
23.9% Cash:
44.2% Equity - OTC:
31.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,314,376,521 | 23.9% |
| Cash | $2,430,771,642 | 44.2% |
| Equity - OTC | $1,754,335,190 | 31.9% |
| Total | $5,499,483,353 | 100.0% |