CRD: 155312
Deschutes Investment Consulting, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Element wave
- Established Date
- 01-03-2011
- Office Locations
- 2
Office Locations
About Deschutes Investment Consulting, LLC
Deschutes Investment Consulting is an independent boutique advisory firm providing workplace retirement plan consulting and wealth management. For plan sponsors, the team helps benchmark and manage 401(k) plans, supports fiduciary oversight, and delivers participant education. For individuals and high net worth families, CFP professionals provide planning, investing, and estate strategy on a transparent, fee-based model. Senior consultant Phil Sherman was named PLANADVISER Plan Adviser of the Year (2024, Plan Participant Service).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MACGREGOR BRUCE HALL
Chief Compliance Officer, Founder, Owner, President
- CRD
- #1896326
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SCOTT KEMPER AGNEW
--
- CRD
- #2405340
John J Ballantyne
--
- CRD
- #7457565
Alpha bridge
Zenith vector matrix
- CRD
- #42220
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $597,839,433 | $1,440,577 |
| Non-Discretionary | $2,290,291,364 | $27,593,872 |
| Total | $2,888,130,797 | $5,799,459 |
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Separately Managed Accounts
Total SMA Asset: $2,888,130,797
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $93,886,773 | 12.5% |
| Equity - Exchange | $159,231,967 | 21.2% |
| Cash | $148,716,649 | 19.8% |
| Corporate - Investment Grade | $85,624,737 | 11.4% |
| U.S. Government/Agency | $90,882,396 | 12.1% |
| Equity - OTC | $50,323,310 | 6.7% |
| Municipal Bonds | $122,428,353 | 16.3% |
| Total | $751,094,185 | 100.0% |