SourcingSourcing

CASCADE INVESTMENT ADVISORS, INC.

C46
CRD 117294·SEC 801-62891·OREGON CITY, OR
AUM
$360.4M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CASCADE INVESTMENT ADVISORS, INC.
CRD
117294
SEC file #
801-62891
EIN
911815841
DBA names
—

Economics

AUM
$360.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$203.5M → $360.4M▲ +77%
Client mix
Individuals Other115
Individuals High Net Worth62

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
OREGON CITY OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/20/2026
ADV-W filed at
—
Website
cascadeinvestors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RAND, MICHELLE, H
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
RAND, MICHELLE, H
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
CASCADEINVESTORS.COM
Rdap Domain Creation Date
1999-05-19T08:17:04Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001681490
Edgar Registered
Yes
Edgar Filing Count
41
Edgar First Filing Date
2016-08-12
Edgar Last Filing Date
2026-04-13
Edgar 13f Count
39
Edgar 13f Latest AUM Estimate
Filing Date2026-04-13
Accession0001941040-26-000219

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3178
Soi Zip Pct 200k Plus
0.0796
Soi Zip Returns 200k Plus
2180
Soi Zip Total AGI
2,650,839
Fdic Zip Total Deposits
17,634,053,000
Fdic Zip Branch Count
287
Fdic Zip Top Banks
U.S. Bank National Association
Lewis & Clark Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
503 HIGH STREETOREGON CITY, OR 97045
Business
503 HIGH STREETOREGON CITY, OR 97045
Edgar EIN
911815841
Edgar Recent Filings
13F-HR2026-04-13 · 0001941040-26-000219
13F-HR2026-01-14 · 0001941040-26-000020
Fdic Zip Branches Raw
Bank of America OregonOregon City, OR
West One Bank, Oregon, S.B.Oregon City, OR
Fdic Zip HHI
1453.52
Fdic Zip Top Bank Share Pct
29.29
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-09T11:59:59Z
Rdap Domain Last Changed
2025-08-10T12:01:55Z
Rdap Nameservers
Ns19.domaincontrol.comNs20.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI72,209
Returns5,840
Stub 2
AGI206,399
Returns5,510
Stub 3
AGI252,696
Returns4,100
Soi Zip Total Business Income
72,569
Soi Zip Total Cap Gains
100,764
Soi Zip Total Dividends
34,394
Soi Zip Total Returns
27,380
Top Owner CRD
2581018
Trust Company Affiliate
No

People (3)

3
RAND, MICHELLE, H
IAR · Direct Owner · 87.5%
2581018
DAVID JOHN SCHUE
IAR
7796757
WARREN NMN HASTINGS
IAR
1648350