CRD: 155312
Deschutes Investment Consulting, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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).
Reported data analysis
What the numbers show
Between February 26, 2025 and March 19, 2026, reported AUM increased 16.7%, from $2.5B to $2.9B.
Across 5 reported observations, AUM increased 118.2% between March 15, 2022 and March 19, 2026, from $1.3B to $2.9B.
Of the latest reported AUM, 20.7% is discretionary and 79.3% is non-discretionary.
The firm reports 10 advisory representatives and 493 clients, or 49.3 clients per representative. That equates to $5.9M in reported AUM per client.
The profile lists 2 reported office locations and 15 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Deschutes Investment Consulting, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Deschutes Investment Consulting, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MACGREGOR BRUCE HALL
Chief Compliance Officer, Founder, Owner, President
- CRD
- #1896326
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
SCOTT KEMPER AGNEW
Senior Investment Advisor Bend Office
- CRD
- #2405340
John J Ballantyne
Financial Planner
- CRD
- #7457565
Showing 2 of 8 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Deschutes Investment Consulting, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.