CRD: 110640
Quest Investment Management, LLC
$1.7B Total AUM
$1.7B Disc. AUM
4.3% 3Y CAGR
9 Employees
125 ADV. Clients
41 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-12-1985
- Office Locations
- 2
Office Locations
5 Centerpointe DR Suite 590 Lake Oswego OR
5335 Meadows RD Suite 400 Lake Oswego OR
About Quest Investment Management, LLC
Quest Investment Management, LLC is a Lake Oswego-based RIA with 2 offices. The firm has been operating for 41 years. Managing $1.7B in total assets under management, with 8 advisory representatives. They custody assets with US Bank.
Team overview
55 AVG AGE
$213.7M AVG AUM / ADVISOR
$13.7M AVG AUM / CLIENT
17.1 yrs AVG TENURE
9 Employees
8 Advisory Reps
6 RIA Reps
41yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CAMERON MITCHELL JOHNSON
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2121034
- Ownership
- Less than 5%
Available
Available
Available
K
KEVIN MONTGOMERY JOHNSON
Director, Secretary
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
JON PATRICK BETTENDORF
Principal
- CRD
- #2985395
Available
Available
Available
BRADLEY JON CARTER
Principal
- CRD
- #4121813
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,709,267,441 | $13,674,140 |
| Non-Discretionary | $0 | -- |
| Total | $1,709,267,441 | $13,674,140 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing