CRD: 157019
Fort Vancouver Investment Management, LLC
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-14-2011
- Office Locations
- 1
Office Locations
About Fort Vancouver Investment Management, LLC
Fort Vancouver Investment Management (FVIM) is a Vancouver, WA-based RIA providing fiduciary wealth management for individuals and families (typically $1M+ investable) and select institutions. The team uses evidence-based, goals-based investing with integrated tax-smart planning. Client assets are custodied primarily at Charles Schwab, supported by an online client portal and resource library.
Reported data analysis
What the numbers show
Between September 9, 2025 and February 11, 2026, reported AUM increased 27.6%, from $185.9M to $237.1M.
Across 5 reported observations, AUM increased 50.2% between March 9, 2022 and February 11, 2026, from $157.8M to $237.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 194 clients, or 48.5 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on February 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MATTHEW EBELING
Advisor, INVESTMENT ADVISOR, Owner
- CRD
- #5382212
- Ownership
- 25% but less than 50%
ROBERT DOUGLAS POOL
INVESTMENT ADVISOR, Owner, Principal
- CRD
- #3074685
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $237,124,472 | $404,649 |
| Non-Discretionary | $0 | -- |
| Total | $237,124,472 | $404,649 |
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Separately Managed Accounts
SMA allocation detail is available
Fort Vancouver Investment Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Fort Vancouver Investment Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.