Wealth Manager
    SEC Registered
    Manages Private Funds

    Roehl & Yi Investment Advisors, LLC

    Registered investment advisor · Eugene, Oregon · CRD #109258

    Assets Under Management
    $959M
    Client Accounts
    1,683
    Employees
    16
    CRD Number
    109258
    Registration
    SEC Registered
    Custodian
    Pershing Llc, Charles Schwab & Co., Inc.

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

    About Roehl & Yi Investment Advisors, LLC

    Roehl & Yi Investment Advisors, LLC is an independent wealth management firm founded in 1982, located in Eugene, Oregon, serving clients across the West Coast. It focuses on personalized financial planning and management for high-net-worth individuals and institutions.

    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 Roehl & Yi Investment Advisors, 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 Roehl & Yi Investment Advisors, LLC's AUM?

    Roehl & Yi Investment Advisors, LLC reports approximately $959M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Roehl & Yi Investment Advisors, LLC headquartered?

    Roehl & Yi Investment Advisors, LLC is headquartered in Eugene, Oregon.

    What is Roehl & Yi Investment Advisors, LLC's CRD number?

    Roehl & Yi Investment Advisors, LLC's CRD number is 109258. 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 Roehl & Yi Investment Advisors, LLC manage?

    Roehl & Yi Investment Advisors, LLC manages approximately 1,683 client accounts according to its latest SEC filing.

    Is Roehl & Yi Investment Advisors, LLC SEC registered?

    Yes, Roehl & Yi Investment Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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