CASCADE INVESTMENT ADVISORS, INC.
CRD #117294 SEC #801-62891 OREGON CITY, OR 503-417-1950
SEC Registered
Total AUM
$331M
Discretionary
$309M
Employees
7
Clients
0
Accounts
489
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $331M | $309M | $22M | 7 | 0 |
| Feb 2025 | $331M | $309M | $22M | 7 | 0 |
| Mar 2024 | $306M | $288M | $18M | 6 | 0 |
| Mar 2023 | $273M | $260M | $13M | 5 | 0 |
| Aug 2022 | $316.9M | $302.5M | $14.4M | 5 | 0 |
| Jun 2022 | $316.9M | $302.5M | $14.4M | 5 | 0 |
| Mar 2022 | $316.9M | $302.5M | $14.4M | 5 | 0 |
| Feb 2021 | $257M | $246.9M | $10.2M | 5 | 149 |
| Jun 2020 | $244.2M | $237.8M | $6.4M | 5 | 151 |
| Feb 2020 | $244.2M | $237.8M | $6.4M | 5 | 151 |
| Feb 2020 | $244.2M | $237.8M | $6.4M | 5 | 151 |
| Mar 2019 | $203.5M | $199.6M | $3.9M | 5 | 153 |
| Mar 2019 | $203.5M | $199.6M | $3.9M | 5 | 153 |
| Mar 2018 | $253.8M | $249.5M | $4.3M | 6 | 176 |
| Mar 2017 | $222M | $218.9M | $3.1M | 6 | 200 |
| Mar 2017 | $222M | $218.9M | $3.1M | 6 | 200 |
| Aug 2016 | $206M | $202.9M | $3.1M | 6 | 200 |
| Feb 2016 | $206M | $202.9M | $3.1M | 6 | 200 |
| Mar 2015 | $214M | $210M | $3.9M | 6 | 200 |
| Mar 2014 | $180M | $177M | $3M | 5 | 300 |
| Jan 2014 | $180M | $177M | $3M | 5 | 300 |
| Dec 2013 | $161.1M | $158.4M | $2.7M | 5 | 300 |
| Mar 2013 | $161.1M | $158.4M | $2.7M | 5 | 300 |
| Mar 2013 | $161.1M | $158.4M | $2.7M | 5 | 300 |
| Feb 2012 | $129.8M | $127.8M | $2M | 1 | 300 |
| Mar 2011 | $118.5M | $118.5M | $0 | 5 | -- |
| Mar 2010 | $100.8M | $96.8M | $4.1M | 5 | -- |
| Feb 2009 | $74.4M | $73.5M | $852K | 5 | -- |
| Mar 2008 | $95.1M | $94M | $1.1M | 5 | -- |
| Feb 2007 | $86M | $85M | $1M | 5 | -- |
| Mar 2006 | $76M | $75M | $1M | 5 | -- |
| Oct 2005 | $71M | $70M | $1M | 5 | -- |
| Sep 2005 | $71M | $70M | $1M | 5 | -- |
| Aug 2004 | $62M | $61M | $1M | 5 | -- |
DateApr 2025
Total AUM$331M
Discretionary$309M
Non-Disc.$22M
Employees7
Clients0
DateFeb 2025
Total AUM$331M
Discretionary$309M
Non-Disc.$22M
Employees7
Clients0
DateMar 2024
Total AUM$306M
Discretionary$288M
Non-Disc.$18M
Employees6
Clients0
DateMar 2023
Total AUM$273M
Discretionary$260M
Non-Disc.$13M
Employees5
Clients0
DateAug 2022
Total AUM$316.9M
Discretionary$302.5M
Non-Disc.$14.4M
Employees5
Clients0
DateJun 2022
Total AUM$316.9M
Discretionary$302.5M
Non-Disc.$14.4M
Employees5
Clients0
DateMar 2022
Total AUM$316.9M
Discretionary$302.5M
Non-Disc.$14.4M
Employees5
Clients0
DateFeb 2021
Total AUM$257M
Discretionary$246.9M
Non-Disc.$10.2M
Employees5
Clients149
DateJun 2020
Total AUM$244.2M
Discretionary$237.8M
Non-Disc.$6.4M
Employees5
Clients151
DateFeb 2020
Total AUM$244.2M
Discretionary$237.8M
Non-Disc.$6.4M
Employees5
Clients151
DateFeb 2020
Total AUM$244.2M
Discretionary$237.8M
Non-Disc.$6.4M
Employees5
Clients151
DateMar 2019
Total AUM$203.5M
Discretionary$199.6M
Non-Disc.$3.9M
Employees5
Clients153
DateMar 2019
Total AUM$203.5M
Discretionary$199.6M
Non-Disc.$3.9M
Employees5
Clients153
DateMar 2018
Total AUM$253.8M
Discretionary$249.5M
Non-Disc.$4.3M
Employees6
Clients176
DateMar 2017
Total AUM$222M
Discretionary$218.9M
Non-Disc.$3.1M
Employees6
Clients200
DateMar 2017
Total AUM$222M
Discretionary$218.9M
Non-Disc.$3.1M
Employees6
Clients200
DateAug 2016
Total AUM$206M
Discretionary$202.9M
Non-Disc.$3.1M
Employees6
Clients200
DateFeb 2016
Total AUM$206M
Discretionary$202.9M
Non-Disc.$3.1M
Employees6
Clients200
DateMar 2015
Total AUM$214M
Discretionary$210M
Non-Disc.$3.9M
Employees6
Clients200
DateMar 2014
Total AUM$180M
Discretionary$177M
Non-Disc.$3M
Employees5
Clients300
DateJan 2014
Total AUM$180M
Discretionary$177M
Non-Disc.$3M
Employees5
Clients300
DateDec 2013
Total AUM$161.1M
Discretionary$158.4M
Non-Disc.$2.7M
Employees5
Clients300
DateMar 2013
Total AUM$161.1M
Discretionary$158.4M
Non-Disc.$2.7M
Employees5
Clients300
DateMar 2013
Total AUM$161.1M
Discretionary$158.4M
Non-Disc.$2.7M
Employees5
Clients300
DateFeb 2012
Total AUM$129.8M
Discretionary$127.8M
Non-Disc.$2M
Employees1
Clients300
DateMar 2011
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$100.8M
Discretionary$96.8M
Non-Disc.$4.1M
Employees5
Clients--
DateFeb 2009
Total AUM$74.4M
Discretionary$73.5M
Non-Disc.$852K
Employees5
Clients--
DateMar 2008
Total AUM$95.1M
Discretionary$94M
Non-Disc.$1.1M
Employees5
Clients--
DateFeb 2007
Total AUM$86M
Discretionary$85M
Non-Disc.$1M
Employees5
Clients--
DateMar 2006
Total AUM$76M
Discretionary$75M
Non-Disc.$1M
Employees5
Clients--
DateOct 2005
Total AUM$71M
Discretionary$70M
Non-Disc.$1M
Employees5
Clients--
DateSep 2005
Total AUM$71M
Discretionary$70M
Non-Disc.$1M
Employees5
Clients--
DateAug 2004
Total AUM$62M
Discretionary$61M
Non-Disc.$1M
Employees5
Clients--