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

Clients

Accounts

1,639

Firm Details

Organization Type: Limited Liability Company
State of Formation: Oregon
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 29, 2025
Branch Offices: 3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
College, Andrew, Glenn	I	CHIEF OPERATING OFFICER	NA	Control
College, Andrew, Glenn	I	CHIEF OPERATING OFFICER	NA	Control
College, Andrew, Glenn	I	CHIEF OPERATING OFFICER	NA	Control
College, Andrew, Glenn	I	CHIEF OPERATING OFFICER	NA	Control
College, Andrew, Glenn	I	CHIEF OPERATING OFFICER	NA	Control
College, Andrew, Glenn	I	CHIEF OPERATING OFFICER	NA	Control
College, Andrew, Glenn	I	CHIEF OPERATING OFFICER	NA	Control
GRAHAM, BEVERLY, JAYNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRAHAM, BEVERLY, JAYNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRAHAM, BEVERLY, JAYNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRAHAM, BEVERLY, JAYNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRAHAM, BEVERLY, JAYNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRAHAM, BEVERLY, JAYNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRAHAM, BEVERLY, JAYNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRAHAM, BEVERLY, JAYNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROEHL, THOMAS, HENRY	I	MEMBER	E	Control
ROEHL, THOMAS, HENRY	I	MEMBER	E	Control
ROEHL, THOMAS, HENRY	I	MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	CHIEF COMPLIANCE OFFICER AND MEMBER	D	Control
ROEHL, THOMAS, HENRY	I	MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF EXECUTIVE OFFICER	D	Control
ROEHL, THOMAS, HENRY	I	MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF EXECUTIVE OFFICER	D	Control
SITTNER, FREDDIE, LEE	I	CHIEF COMPLIANCE OFFICER/MEMBER	D	Control
SITTNER, FREDDIE, LEE	I	CHIEF COMPLIANCE OFFICER/MEMBER	D	Control
SITTNER, FREDDIE, LEE	I	CHIEF COMPLIANCE OFFICER/MEMBER	D	Control
SITTNER, FREDDIE, LEE	I	CHIEF COMPLIANCE OFFICER/MEMBER	D	Control
SITTNER, FREDDIE, LEE	I	MEMBER	D	Control
SITTNER, FREDDIE, LEE	I	MEMBER	D	Control
YI, JAYMAN, FRANK	I	MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF INVESTMENT OFFICER	D	Control
YI, JAYMAN, FRANK	I	MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF INVESTMENT OFFICER	D	Control
YI, JAYMAN, FRANK	I	MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF INVESTMENT OFFICER	D	Control
YI, JAYMAN, FRANK	I	MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF INVESTMENT OFFICER	D	Control
YI, JAYMAN, FRANK	I	MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF INVESTMENT OFFICER	D	Control
ROEHL, THOMAS, HENRY	I	MEMBER	C	Control
ROEHL, THOMAS, HENRY	I	MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF EXECUTIVE OFFICER	C	Control
ROEHL, THOMAS, HENRY	I	MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF EXECUTIVE OFFICER	C	Control
ROEHL, THOMAS, HENRY	I	MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF EXECUTIVE OFFICER	C	Control
ROEHL, THOMAS, HENRY	I	MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF EXECUTIVE OFFICER	C	Control
ROEHL, THOMAS, HENRY	I	MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF EXECUTIVE OFFICER	C	Control
SITTNER, FREDDIE, LEE	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	C	Control
YI, JAYMAN, FRANK	I	MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF INVESTMENT OFFICER	C	Control
YI, JAYMAN, FRANK	I	MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF INVESTMENT OFFICER	C	Control
YI, JAYMAN, FRANK	I	MEMBER	B	Control
DAEGES, ZACHARY, STEVEN	I	MEMBER	A
DAEGES, ZACHARY, STEVEN	I	MEMBER	A
DAEGES, ZACHARY, STEVEN	I	MEMBER	A
DAEGES, ZACHARY, STEVEN	I	MEMBER	A
DAEGES, ZACHARY, STEVEN	I	MEMBER	A
MELLGREN, SARAH, RYAN	I	MEMBER	A
MELLGREN, SARAH, RYAN	I	MEMBER	A
MELLGREN, SARAH, RYAN	I	MEMBER	A
MELLGREN, SARAH, RYAN	I	MEMBER	A
MELLGREN, SARAH, RYAN	I	MEMBER	A
ROEHL, JILLIAN, MARIA	I	MEMBER	A
ROEHL, JILLIAN, MARIA	I	MEMBER	A
ROEHL, JILLIAN, MARIA	I	MEMBER	A
ROEHL, JILLIAN, MARIA	I	MEMBER	A
ROEHL, JILLIAN, MARIA	I	MEMBER	A
YI, JAYMAN, FRANK	I	MEMBER	A	Control
YI, JAYMAN, FRANK	I	MEMBER	A	Control

Registrations

Federal

May 29, 2025 REGISTERED

Notice Filings (11)

AZ CA CO ID MN NH OH OR TX UT WA

Address

450 COUNTRY CLUB ROAD
SUITE 200
EUGENE, OR 97401
United States

Phone: 541-683-2085