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Progressive Investment Management Corporation

Progressive Investment Management Corporation. CRD 107777

Progressive Investment Management Corporation logo

CRD: 107777

Progressive Investment Management Corporation

Lake Oswego, OR, 97034
5032247828
$758.3M Total AUM
$758.3M Disc. AUM
14.8% 3Y CAGR
8 Employees
176 ADV. Clients
38 yrs Firm Age

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Firm Details

Custodian
Broadridge · Charles Schwab & Company · State Street
Clients
Retail and Institutional
Platforms
CatalystVertex ember
Established Date
07-29-1987
Office Locations
2

Office Locations

310 N. State Street Suite 214 Lake Oswego OR
-- Carnation WA

About Progressive Investment Management Corporation

Progressive Investment Management Corporation is an Oregon-based registered investment adviser providing discretionary asset management and portfolio construction for retail and institutional clients. The firm emphasizes values-based investing, with an ESG/socially responsible tilt supported by active asset allocation. Portfolios are implemented largely with ETFs alongside meaningful municipal-bond exposure, and the team works across platforms such as Envestnet/Tamarac.

Team overview

-- AVG AGE
$189.6M AVG AUM / ADVISOR
$4.3M AVG AUM / CLIENT
11.3 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
38yrs Firm Age

Insights

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Asset Classes

Unison

Client Personas

Vertex atlas

CRM

Vertex

Custodian

Harbor Vital ridge Legacy prime Pioneer

Investment Themes

Radial Wave harbor Foundation summit Frontier

Investment Vehicles

Crest Harbor beacon

Platform

Eagle focus Signal

Services

Alpha crest North Wave Alpha Crest timber Glacier timber Ember zenith

Technology

Momentum signal Matrix frontier

Owner & Executives

BRYCESON ROBERT CHARLTON

BRYCESON ROBERT CHARLTON

DIRECTOR OF INVESTMENTS, Financial Advisor, INVESTMENT ADVISOR

CRD
#6293104
Ownership
Less than 5%
(839) 756-1078
vertex.eagle@pioneercapital.com
in linkedin.com/in/capital-wave
CARSTEN MICHAEL HENNINGSEN

CARSTEN MICHAEL HENNINGSEN

Advisor, Owner

CRD
#1571524
Ownership
Less than 5%
(885) 759-6112
momentum.wave@elementcapital.com
in linkedin.com/in/wave-eagle
A

Atlas element

Ridge vertex

CRD
#77091
Ownership
23.3%
(539) 333-7330
value.glacier@atlascapital.com
in linkedin.com/in/fusion-atlas

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Contacts

DIANA JEAN KASPIC

DIANA JEAN KASPIC

Investment Advisor

CRD
#2490711
(545) 873-8828
beacon.peak@vertexcapital.com
in linkedin.com/in/crest-delta
C

Cameron Stacey Roberts

--

CRD
#5781974
(336) 569-5652
legacy.fusion@embercapital.com
in linkedin.com/in/north-ember

Showing 2 of 5 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-22-2022
03-28-2023
11-15-2024
12-08-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $758,314,156 $1,603,201
Non-Discretionary $0 --
Total $758,314,156 $1,603,201

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Separately Managed Accounts

Total SMA Asset: $758,314,156

$758.3M Total SMA
Equity - Exchange:
31.6%
Municipal Bonds:
9.9%
Public Funds:
17.5%
Cash:
15.6%
Other:
13.6%
U.S. Government/Agency:
11.8%
Asset class Assets Assets %
Equity - Exchange $2,408,243,510 31.6%
Municipal Bonds $754,481,353 9.9%
Public Funds $1,333,679,159 17.5%
Cash $1,188,879,708 15.6%
Other $1,036,459,232 13.6%
U.S. Government/Agency $899,280,805 11.8%
Total $7,621,023,767 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
NORTH EAGLE VERTEX EMBER 7R7AZIO8I JQC 3.04% $70,217,490
VALUE SIGNAL ATLAS QUANTUM CAPITAL HR20CU6GP QPYCA 3.86% $23,031,647
UNISON FOCUS SUMMIT FRONTIER GLACIER WNYNN2DEE FCQG 9.12% $78,833,248
LEGACY VALUE FOUNDATION VECTOR EAGLE Z2W3V2VHX SGO 10.06% $36,670,732
VERTEX MERIDIAN EAGLE EAGLE FOCUS OLR8TNUQS ERXJI 5.16% $84,192,644
FRONTIER TIMBER INSIGHT SIGNAL 1MJS41RUO ELDLU 10.50% $24,986,794
LEGACY SIGNAL FOUNDATION EAGLE MATRIX HEF7554CF JBYUQ 3.82% $7,644,658
VITAL SIGNAL BEACON CATALYST MSMDGA6XE GZXTO 1.04% $71,452,253

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