CRD: 157019
Fort Vancouver Investment Management, LLC
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Crest harborGlacier +more
- 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.
Team overview
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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%
Horizon catalyst
Summit horizon
- CRD
- #50087
- Ownership
- 28.0%
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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
Total SMA Asset: $237,124,472
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,568,368,743 | 66.0% |
| Cash | $2,353,402,080 | 34.0% |
| Total | $6,921,770,823 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME PEAK | CAPITAL QUANTUM | QP2TC2PAX | VYDT | 5.63% | $96,070,458 |
| FOUNDATION VECTOR FOCUS | MATRIX NORTH | 08O3EXDCX | NSD | 8.65% | $37,088,553 |
| MATRIX BEACON VECTOR | MATRIX CAPITAL | JCS9FB25T | OQD | 11.45% | $98,161,396 |
| VITAL ATLAS | CATALYST BRIDGE | 4622UX0BU | FZNH | 5.88% | $53,946,487 |
| INSIGHT HARBOR PRIME | PIONEER FOCUS | 9JJ3WA800 | KJR | 6.07% | $64,282,281 |
| RIDGE WAVE | VECTOR OPTIMA | 3FJZ6PNXX | KWPU | 2.23% | $75,612,132 |
| VERTEX MATRIX | ALPHA TIMBER | J1Q1S82HO | GGGWE | 12.21% | $68,511,786 |
| ELEMENT SUMMIT FOUNDATION | PATHWAY PIONEER | 5HBQLCT3T | YOKR | 4.27% | $30,120,867 |