CASCADE INVESTMENT GROUP, INC.
CRD #35844 SEC #801-53819 COLORADO SPRINGS, CO 719-632-0818
SEC Registered Broker-Dealer
Total AUM
$378M
Discretionary
$341.2M
Employees
6
Clients
101
Accounts
974
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $378M | $341.2M | $36.8M | 6 | 158 |
| Sep 2025 | $378M | $341.2M | $36.8M | 6 | 158 |
| May 2025 | $378M | $341.2M | $36.8M | 6 | 158 |
| May 2025 | $378M | $341.2M | $36.8M | 6 | 158 |
| Feb 2025 | $378M | $341.2M | $36.8M | 6 | 158 |
| Nov 2024 | $341.9M | $310M | $31.9M | 7 | 125 |
| Jul 2024 | $341.9M | $310M | $31.9M | 7 | 125 |
| Apr 2024 | $341.9M | $310M | $31.9M | 7 | 125 |
| Mar 2024 | $341.9M | $310M | $31.9M | 7 | 125 |
| Jan 2024 | $268.5M | $266M | $2.5M | 7 | 171 |
| Oct 2023 | $268.5M | $266M | $2.5M | 7 | 171 |
| May 2023 | $268.5M | $266M | $2.5M | 7 | 171 |
| May 2023 | $268.5M | $266M | $2.5M | 7 | 171 |
| Apr 2023 | $268.5M | $266M | $2.5M | 7 | 171 |
| Apr 2023 | $268.5M | $266M | $2.5M | 7 | 171 |
| Mar 2023 | $268.5M | $266M | $2.5M | 7 | 171 |
| Feb 2023 | $268.5M | $266M | $2.5M | 7 | 171 |
| Jan 2023 | $375.8M | $343.1M | $32.7M | 7 | 168 |
| Nov 2022 | $375.8M | $343.1M | $32.7M | 7 | 168 |
| May 2022 | $375.8M | $343.1M | $32.7M | 7 | 168 |
| May 2022 | $375.8M | $343.1M | $32.7M | 7 | 168 |
| Mar 2022 | $375.8M | $343.1M | $32.7M | 7 | 168 |
| Aug 2021 | $317.6M | $283.3M | $34.2M | 7 | 0 |
| Mar 2021 | $317.6M | $283.3M | $34.2M | 7 | 0 |
| Mar 2021 | $302.5M | $271.6M | $30.9M | 8 | 0 |
| Jun 2020 | $302.5M | $271.6M | $30.9M | 8 | 0 |
| Mar 2020 | $302.5M | $271.6M | $30.9M | 8 | 0 |
| Feb 2019 | $247M | $219.2M | $27.8M | 7 | 0 |
| Mar 2018 | $274.6M | $266.5M | $8.1M | 6 | 0 |
| Feb 2017 | $226M | $218.3M | $7.7M | 7 | 900 |
| Feb 2016 | $215.2M | $207.5M | $7.6M | 8 | 900 |
| Feb 2015 | $203.4M | $194.4M | $9M | 7 | 1,200 |
| Feb 2014 | $188M | $178.6M | $9.4M | 8 | 1,000 |
| Feb 2013 | $160M | $151.3M | $8.7M | 8 | 1,000 |
| Jan 2013 | $160M | $151.3M | $8.7M | 8 | 1,000 |
| Feb 2012 | $142.8M | $134.4M | $8.4M | 6 | 1,000 |
| Mar 2011 | $138.5M | $130.8M | $7.7M | 10 | -- |
| Jul 2010 | $123.7M | $119.9M | $3.8M | 10 | -- |
| Feb 2009 | $102M | $98.5M | $3.5M | 10 | -- |
| Feb 2007 | $130.4M | $128.2M | $2.2M | 10 | -- |
| Jan 2006 | $109.7M | $109.7M | $0 | 10 | -- |
| Sep 2005 | $103.5M | $101M | $2.5M | 10 | -- |
| Mar 2004 | $250M | $225M | $25M | 10 | -- |
| Mar 2002 | $185M | $135M | $50M | -- | -- |
DateOct 2025
Total AUM$378M
Discretionary$341.2M
Non-Disc.$36.8M
Employees6
Clients158
DateSep 2025
Total AUM$378M
Discretionary$341.2M
Non-Disc.$36.8M
Employees6
Clients158
DateMay 2025
Total AUM$378M
Discretionary$341.2M
Non-Disc.$36.8M
Employees6
Clients158
DateMay 2025
Total AUM$378M
Discretionary$341.2M
Non-Disc.$36.8M
Employees6
Clients158
DateFeb 2025
Total AUM$378M
Discretionary$341.2M
Non-Disc.$36.8M
Employees6
Clients158
DateNov 2024
Total AUM$341.9M
Discretionary$310M
Non-Disc.$31.9M
Employees7
Clients125
DateJul 2024
Total AUM$341.9M
Discretionary$310M
Non-Disc.$31.9M
Employees7
Clients125
DateApr 2024
Total AUM$341.9M
Discretionary$310M
Non-Disc.$31.9M
Employees7
Clients125
DateMar 2024
Total AUM$341.9M
Discretionary$310M
Non-Disc.$31.9M
Employees7
Clients125
DateJan 2024
Total AUM$268.5M
Discretionary$266M
Non-Disc.$2.5M
Employees7
Clients171
DateOct 2023
Total AUM$268.5M
Discretionary$266M
Non-Disc.$2.5M
Employees7
Clients171
DateMay 2023
Total AUM$268.5M
Discretionary$266M
Non-Disc.$2.5M
Employees7
Clients171
DateMay 2023
Total AUM$268.5M
Discretionary$266M
Non-Disc.$2.5M
Employees7
Clients171
DateApr 2023
Total AUM$268.5M
Discretionary$266M
Non-Disc.$2.5M
Employees7
Clients171
DateApr 2023
Total AUM$268.5M
Discretionary$266M
Non-Disc.$2.5M
Employees7
Clients171
DateMar 2023
Total AUM$268.5M
Discretionary$266M
Non-Disc.$2.5M
Employees7
Clients171
DateFeb 2023
Total AUM$268.5M
Discretionary$266M
Non-Disc.$2.5M
Employees7
Clients171
DateJan 2023
Total AUM$375.8M
Discretionary$343.1M
Non-Disc.$32.7M
Employees7
Clients168
DateNov 2022
Total AUM$375.8M
Discretionary$343.1M
Non-Disc.$32.7M
Employees7
Clients168
DateMay 2022
Total AUM$375.8M
Discretionary$343.1M
Non-Disc.$32.7M
Employees7
Clients168
DateMay 2022
Total AUM$375.8M
Discretionary$343.1M
Non-Disc.$32.7M
Employees7
Clients168
DateMar 2022
Total AUM$375.8M
Discretionary$343.1M
Non-Disc.$32.7M
Employees7
Clients168
DateAug 2021
Total AUM$317.6M
Discretionary$283.3M
Non-Disc.$34.2M
Employees7
Clients0
DateMar 2021
Total AUM$317.6M
Discretionary$283.3M
Non-Disc.$34.2M
Employees7
Clients0
DateMar 2021
Total AUM$302.5M
Discretionary$271.6M
Non-Disc.$30.9M
Employees8
Clients0
DateJun 2020
Total AUM$302.5M
Discretionary$271.6M
Non-Disc.$30.9M
Employees8
Clients0
DateMar 2020
Total AUM$302.5M
Discretionary$271.6M
Non-Disc.$30.9M
Employees8
Clients0
DateFeb 2019
Total AUM$247M
Discretionary$219.2M
Non-Disc.$27.8M
Employees7
Clients0
DateMar 2018
Total AUM$274.6M
Discretionary$266.5M
Non-Disc.$8.1M
Employees6
Clients0
DateFeb 2017
Total AUM$226M
Discretionary$218.3M
Non-Disc.$7.7M
Employees7
Clients900
DateFeb 2016
Total AUM$215.2M
Discretionary$207.5M
Non-Disc.$7.6M
Employees8
Clients900
DateFeb 2015
Total AUM$203.4M
Discretionary$194.4M
Non-Disc.$9M
Employees7
Clients1,200
DateFeb 2014
Total AUM$188M
Discretionary$178.6M
Non-Disc.$9.4M
Employees8
Clients1,000
DateFeb 2013
Total AUM$160M
Discretionary$151.3M
Non-Disc.$8.7M
Employees8
Clients1,000
DateJan 2013
Total AUM$160M
Discretionary$151.3M
Non-Disc.$8.7M
Employees8
Clients1,000
DateFeb 2012
Total AUM$142.8M
Discretionary$134.4M
Non-Disc.$8.4M
Employees6
Clients1,000
DateMar 2011
Total AUM$138.5M
Discretionary$130.8M
Non-Disc.$7.7M
Employees10
Clients--
DateJul 2010
Total AUM$123.7M
Discretionary$119.9M
Non-Disc.$3.8M
Employees10
Clients--
DateFeb 2009
Total AUM$102M
Discretionary$98.5M
Non-Disc.$3.5M
Employees10
Clients--
DateFeb 2007
Total AUM$130.4M
Discretionary$128.2M
Non-Disc.$2.2M
Employees10
Clients--
DateJan 2006
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$103.5M
Discretionary$101M
Non-Disc.$2.5M
Employees10
Clients--
DateMar 2004
Total AUM$250M
Discretionary$225M
Non-Disc.$25M
Employees10
Clients--
DateMar 2002
Total AUM$185M
Discretionary$135M
Non-Disc.$50M
Employees--
Clients--