ROEHL & YI INVESTMENT ADVISORS, LLC
CRD #109258 SEC #801-56145 EUGENE, OR 541-683-2085
SEC Registered
Total AUM
$857.8M
Discretionary
$852.4M
Employees
17
Clients
10
Accounts
1,639
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $857.8M | $852.4M | $5.4M | 17 | 2 |
| Mar 2025 | $857.8M | $852.4M | $5.4M | 17 | 2 |
| Mar 2024 | $809.8M | $797.8M | $12M | 16 | 3 |
| Dec 2023 | $698.8M | $688M | $10.9M | 16 | 6 |
| May 2023 | $698.8M | $688M | $10.9M | 16 | 6 |
| Mar 2023 | $698.8M | $688M | $10.9M | 16 | 6 |
| Jun 2022 | $746.6M | $741.4M | $5.1M | 16 | 6 |
| Mar 2022 | $746.6M | $741.4M | $5.1M | 16 | 6 |
| Jan 2022 | $494M | $494M | $0 | 14 | 2 |
| Mar 2021 | $494M | $494M | $0 | 14 | 2 |
| Mar 2021 | $494M | $494M | $0 | 14 | 2 |
| Jun 2020 | $448.5M | $448.5M | $0 | 14 | 294 |
| May 2020 | $448.5M | $448.5M | $0 | 14 | 294 |
| Feb 2020 | $448.5M | $448.5M | $0 | 14 | 294 |
| Jan 2020 | $448.5M | $448.5M | $0 | 14 | 294 |
| Dec 2019 | $367.1M | $367.1M | $0 | 13 | 302 |
| Nov 2019 | $367.1M | $367.1M | $0 | 13 | 302 |
| May 2019 | $367.1M | $367.1M | $0 | 13 | 302 |
| Mar 2019 | $367.1M | $367.1M | $0 | 13 | 302 |
| Aug 2018 | $354.7M | $354.7M | $0 | 14 | 290 |
| Apr 2018 | $354.7M | $354.7M | $0 | 14 | 290 |
| Mar 2018 | $354.7M | $354.7M | $0 | 14 | 290 |
| Dec 2017 | $352.7M | $352.7M | $0 | 14 | 280 |
| Aug 2017 | $320.9M | $320.9M | $0 | 14 | 300 |
| Mar 2017 | $320.9M | $320.9M | $0 | 14 | 300 |
| Sep 2016 | $354.8M | $354.8M | $0 | 12 | 400 |
| Jul 2016 | $358.9M | $358.9M | $0 | 12 | 400 |
| Feb 2016 | $358.9M | $358.9M | $0 | 12 | 400 |
| Nov 2015 | $296.8M | $296.8M | $0 | 14 | 300 |
| Jun 2015 | $296.8M | $296.8M | $0 | 14 | 300 |
| May 2015 | $296.8M | $296.8M | $0 | 14 | 300 |
| Feb 2015 | $296.8M | $296.8M | $0 | 14 | 300 |
| Jan 2015 | $281.1M | $281.1M | $0 | 11 | 300 |
| Nov 2014 | $281.1M | $281.1M | $0 | 13 | 300 |
| Jun 2014 | $281.1M | $281.1M | $0 | 13 | 300 |
| Mar 2014 | $281.1M | $281.1M | $0 | 13 | 300 |
| Jun 2013 | $236.5M | $236.5M | $0 | 12 | 300 |
| May 2013 | $236.5M | $236.5M | $0 | 12 | 300 |
| Apr 2013 | $236.5M | $236.5M | $0 | 12 | 300 |
| Nov 2012 | $337.1M | $214.3M | $122.8M | 11 | 300 |
| Nov 2012 | $337.1M | $214.3M | $122.8M | 11 | 300 |
| Aug 2012 | $337.1M | $214.3M | $122.8M | 6 | 300 |
| Mar 2012 | $337.1M | $214.3M | $122.8M | 6 | 300 |
| May 2011 | $326.2M | $212.2M | $114M | 10 | -- |
| Apr 2011 | $326.2M | $212.2M | $114M | 10 | -- |
| Jun 2010 | $289.4M | $182.3M | $107.1M | 10 | -- |
| Feb 2009 | $357.8M | $235.8M | $122M | 10 | -- |
| Mar 2007 | $393.4M | $254.6M | $138.8M | 10 | -- |
| Mar 2006 | $238.9M | $194.6M | $44.3M | 5 | -- |
| Mar 2006 | $238.9M | $194.6M | $44.3M | 5 | -- |
| Jan 2005 | $214.4M | $127.1M | $87.3M | 5 | -- |
| Mar 2004 | $214.4M | $127.1M | $87.3M | 5 | -- |
DateMay 2025
Total AUM$857.8M
Discretionary$852.4M
Non-Disc.$5.4M
Employees17
Clients2
DateMar 2025
Total AUM$857.8M
Discretionary$852.4M
Non-Disc.$5.4M
Employees17
Clients2
DateMar 2024
Total AUM$809.8M
Discretionary$797.8M
Non-Disc.$12M
Employees16
Clients3
DateDec 2023
Total AUM$698.8M
Discretionary$688M
Non-Disc.$10.9M
Employees16
Clients6
DateMay 2023
Total AUM$698.8M
Discretionary$688M
Non-Disc.$10.9M
Employees16
Clients6
DateMar 2023
Total AUM$698.8M
Discretionary$688M
Non-Disc.$10.9M
Employees16
Clients6
DateJun 2022
Total AUM$746.6M
Discretionary$741.4M
Non-Disc.$5.1M
Employees16
Clients6
DateMar 2022
Total AUM$746.6M
Discretionary$741.4M
Non-Disc.$5.1M
Employees16
Clients6
DateJan 2022
Total AUM$494M
Discretionary$494M
Non-Disc.$0
Employees14
Clients2
DateMar 2021
Total AUM$494M
Discretionary$494M
Non-Disc.$0
Employees14
Clients2
DateMar 2021
Total AUM$494M
Discretionary$494M
Non-Disc.$0
Employees14
Clients2
DateJun 2020
Total AUM$448.5M
Discretionary$448.5M
Non-Disc.$0
Employees14
Clients294
DateMay 2020
Total AUM$448.5M
Discretionary$448.5M
Non-Disc.$0
Employees14
Clients294
DateFeb 2020
Total AUM$448.5M
Discretionary$448.5M
Non-Disc.$0
Employees14
Clients294
DateJan 2020
Total AUM$448.5M
Discretionary$448.5M
Non-Disc.$0
Employees14
Clients294
DateDec 2019
Total AUM$367.1M
Discretionary$367.1M
Non-Disc.$0
Employees13
Clients302
DateNov 2019
Total AUM$367.1M
Discretionary$367.1M
Non-Disc.$0
Employees13
Clients302
DateMay 2019
Total AUM$367.1M
Discretionary$367.1M
Non-Disc.$0
Employees13
Clients302
DateMar 2019
Total AUM$367.1M
Discretionary$367.1M
Non-Disc.$0
Employees13
Clients302
DateAug 2018
Total AUM$354.7M
Discretionary$354.7M
Non-Disc.$0
Employees14
Clients290
DateApr 2018
Total AUM$354.7M
Discretionary$354.7M
Non-Disc.$0
Employees14
Clients290
DateMar 2018
Total AUM$354.7M
Discretionary$354.7M
Non-Disc.$0
Employees14
Clients290
DateDec 2017
Total AUM$352.7M
Discretionary$352.7M
Non-Disc.$0
Employees14
Clients280
DateAug 2017
Total AUM$320.9M
Discretionary$320.9M
Non-Disc.$0
Employees14
Clients300
DateMar 2017
Total AUM$320.9M
Discretionary$320.9M
Non-Disc.$0
Employees14
Clients300
DateSep 2016
Total AUM$354.8M
Discretionary$354.8M
Non-Disc.$0
Employees12
Clients400
DateJul 2016
Total AUM$358.9M
Discretionary$358.9M
Non-Disc.$0
Employees12
Clients400
DateFeb 2016
Total AUM$358.9M
Discretionary$358.9M
Non-Disc.$0
Employees12
Clients400
DateNov 2015
Total AUM$296.8M
Discretionary$296.8M
Non-Disc.$0
Employees14
Clients300
DateJun 2015
Total AUM$296.8M
Discretionary$296.8M
Non-Disc.$0
Employees14
Clients300
DateMay 2015
Total AUM$296.8M
Discretionary$296.8M
Non-Disc.$0
Employees14
Clients300
DateFeb 2015
Total AUM$296.8M
Discretionary$296.8M
Non-Disc.$0
Employees14
Clients300
DateJan 2015
Total AUM$281.1M
Discretionary$281.1M
Non-Disc.$0
Employees11
Clients300
DateNov 2014
Total AUM$281.1M
Discretionary$281.1M
Non-Disc.$0
Employees13
Clients300
DateJun 2014
Total AUM$281.1M
Discretionary$281.1M
Non-Disc.$0
Employees13
Clients300
DateMar 2014
Total AUM$281.1M
Discretionary$281.1M
Non-Disc.$0
Employees13
Clients300
DateJun 2013
Total AUM$236.5M
Discretionary$236.5M
Non-Disc.$0
Employees12
Clients300
DateMay 2013
Total AUM$236.5M
Discretionary$236.5M
Non-Disc.$0
Employees12
Clients300
DateApr 2013
Total AUM$236.5M
Discretionary$236.5M
Non-Disc.$0
Employees12
Clients300
DateNov 2012
Total AUM$337.1M
Discretionary$214.3M
Non-Disc.$122.8M
Employees11
Clients300
DateNov 2012
Total AUM$337.1M
Discretionary$214.3M
Non-Disc.$122.8M
Employees11
Clients300
DateAug 2012
Total AUM$337.1M
Discretionary$214.3M
Non-Disc.$122.8M
Employees6
Clients300
DateMar 2012
Total AUM$337.1M
Discretionary$214.3M
Non-Disc.$122.8M
Employees6
Clients300
DateMay 2011
Total AUM$326.2M
Discretionary$212.2M
Non-Disc.$114M
Employees10
Clients--
DateApr 2011
Total AUM$326.2M
Discretionary$212.2M
Non-Disc.$114M
Employees10
Clients--
DateJun 2010
Total AUM$289.4M
Discretionary$182.3M
Non-Disc.$107.1M
Employees10
Clients--
DateFeb 2009
Total AUM$357.8M
Discretionary$235.8M
Non-Disc.$122M
Employees10
Clients--
DateMar 2007
Total AUM$393.4M
Discretionary$254.6M
Non-Disc.$138.8M
Employees10
Clients--
DateMar 2006
Total AUM$238.9M
Discretionary$194.6M
Non-Disc.$44.3M
Employees5
Clients--
DateMar 2006
Total AUM$238.9M
Discretionary$194.6M
Non-Disc.$44.3M
Employees5
Clients--
DateJan 2005
Total AUM$214.4M
Discretionary$127.1M
Non-Disc.$87.3M
Employees5
Clients--
DateMar 2004
Total AUM$214.4M
Discretionary$127.1M
Non-Disc.$87.3M
Employees5
Clients--