SourcingSourcing

QUEST INVESTMENT MANAGEMENT, LLC

C49
CRD 110640·SEC 801-23659·LAKE OSWEGO, OR
AUM
$1.71B
$1B+
Est. Revenue
$17.1M
@ 1% on AUM
Est. EBITDA
$5.1M
@ 30% margin
Est. Deal Value
$41.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
QUEST INVESTMENT MANAGEMENT, LLC
CRD
110640
SEC file #
801-23659
EIN
930880854
DBA names
—

Economics

AUM
$1.71B
AUM band
$1B+
AUM trajectory
'20'26
$1.31B → $1.71B▲ +31%
Client mix
Individuals Other42
Individuals High Net Worth36
Other19
Pension Profit Sharing Plans11
Pooled Investment Vehicles8

Operations

Employees (total)
9
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
9 advisors → 8 advisors▼ -11%
Primary office
LAKE OSWEGO OR
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
questinvestment.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
QUEST INVESTMENT MANAGEMENT
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
QUEST INVESTMENT MANAGEMENT
JOHNSON, CAMERON, MITCHELL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
QUESTINVESTMENT.COM
Rdap Domain Creation Date
1998-03-31T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
29
Form 5500 Total Compensation
2,860,402
Form 5500 Compensation Trajectory 3y
20252,217,000
2026643,402
Form 5500 Plan Count Trajectory 3y
202520
20269
Schedule C Total Compensation
2,860,402
Schedule C Service Provider Rows
29

SEC EDGAR

Edgar Cik
0001036248
Edgar Registered
Yes
Edgar Filing Count
117
Edgar First Filing Date
1999-05-17
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
115
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001036248-26-000007
Edgar Former Names
QUEST INVESTMENT MANAGEMENT INC/OR

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
5 CENTERPOINTE DRIVE, SUITE 590LAKE OSWEGO, OR 97035
Business
5 CENTERPOINTE DRIVESUITE 590LAKE OSWEGO, OR 97035
Edgar EIN
930880854
Edgar Recent Filings
13F-HR2026-05-15 · 0001036248-26-000007
13F-HR2026-02-17 · 0001036248-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-03-30T04:00:00Z
Rdap Domain Last Changed
2025-01-29T07:16:44Z
Rdap Nameservers
Ns1.sterlink.netNs2.sterlink.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (7)

7
JOHNSON, CAMERON, MITCHELL
IAR · Executive Officer · 2.5%
2121034
JOHNSON, KEVIN, MONTGOMERY
Executive Officer · 2.5%
2265788
ERIK ROBERT WALD
IAR
4376353
BRADLEY JON CARTER
IAR
4121813
JON PATRICK BETTENDORF
IAR
2985395
DEREK ALLEN EBEL
IAR
3004958
DOUGLAS PAUL GOEBEL
IAR
2215228