CRD: 158455
Northwest Quadrant Wealth Management
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Crest radialEmber
- Established Date
- 08-18-2011
- Office Locations
- 1
Office Locations
About Northwest Quadrant Wealth Management
Northwest Quadrant Wealth Management is a Bend, OR RIA providing investment management alongside integrated financial and retirement planning. The firm builds goal-based portfolios using low-cost, tax-efficient index and ETF strategies, emphasizing asset allocation, ongoing monitoring, and systematic rebalancing. Its process includes risk-tolerance assessment, tax-loss harvesting, and asset-location decisions; custodians include Charles Schwab.
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Owner & Executives
TYLER COUGHLIN SIMONES
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4088925
- Ownership
- 50% but less than 75%
ROBERT JOSH FENILI
Managing Member, Partner
- CRD
- #6394941
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $574,872,125 | $326,076 |
| Non-Discretionary | $4,840,414 | $605,052 |
| Total | $579,712,539 | $327,336 |
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Separately Managed Accounts
Total SMA Asset: $579,712,539
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $396,831,955 | 10.8% |
| Equity - Exchange | $271,903,377 | 7.4% |
| Cash | $356,413,886 | 9.7% |
| Equity - OTC | $705,479,031 | 19.2% |
| Other | $492,365,574 | 13.4% |
| Private Funds | $657,712,222 | 17.9% |
| U.S. Government/Agency | $793,663,910 | 21.6% |
| Total | $3,674,369,955 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL CAPITAL | INSIGHT LEGACY | 4GGI4PU44 | XMQ | 11.85% | $99,633,029 |
| INSIGHT WAVE VERTEX | TIMBER EMBER | 99QO4ON24 | OUDA | 10.58% | $111,762,559 |
| GLACIER QUANTUM NORTH | BEACON SIGNAL | I17CVO77L | PIYJ | 9.90% | $3,429,017 |
| HARBOR MATRIX | VITAL FOUNDATION | I9WX9QUYT | KPQB | 10.57% | $28,875,675 |
| BEACON BRIDGE | SIGNAL PIONEER | R155BJYCT | GZG | 4.35% | $10,577,504 |
| PRIME PIONEER FUSION | ATLAS FRONTIER | T57OHANTY | WAIE | 10.95% | $95,781,905 |
| CAPITAL LEGACY | CAPITAL CREST | HA6OOY4H0 | XFZH | 8.79% | $4,177,277 |
| LEGACY MERIDIAN PRIME | FOUNDATION FRONTIER | CFZU6KM60 | LXUFL | 11.71% | $68,438,596 |