Wealth Manager
    SEC Registered
    Manages Private Funds

    Deschutes Investment Consulting, LLC

    Registered investment advisor · Portland, Oregon · CRD #155312

    Assets Under Management
    $2.9B
    Client Accounts
    498
    Employees
    14
    CRD Number
    155312
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Deschutes Investment Consulting, LLC

    Deschutes Investment Consulting, LLC is an independent firm based in Portland, Oregon, specializing in retirement planning and fiduciary services for businesses and individuals. With over 30 years of experience, they manage nearly $2.5 billion in assets and offer comprehensive education on retirement accounts and financial planning.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Deschutes Investment Consulting, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Deschutes Investment Consulting, LLC's AUM?

    Deschutes Investment Consulting, LLC reports approximately $2.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Deschutes Investment Consulting, LLC headquartered?

    Deschutes Investment Consulting, LLC is headquartered in Portland, Oregon.

    What is Deschutes Investment Consulting, LLC's CRD number?

    Deschutes Investment Consulting, LLC's CRD number is 155312. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Deschutes Investment Consulting, LLC manage?

    Deschutes Investment Consulting, LLC manages approximately 498 client accounts according to its latest SEC filing.

    Is Deschutes Investment Consulting, LLC SEC registered?

    Yes, Deschutes Investment Consulting, LLC is registered with the SEC as an investment adviser with an approved registration status.

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