Deschutes Investment Consulting, LLC
Portland, OR·SEC-registered · CRD #155312
Deschutes Investment Consulting, LLC is an SEC-registered investment advisory firm in Portland, OR managing $2.9B across 581 client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.9B
Client accounts
581
Advisory staff
10
Fee model
Fee-based
How Deschutes Investment Consulting, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Deschutes Investment Consulting, LLC
How much does Deschutes Investment Consulting, LLC manage?
Per its most recent SEC Form ADV filing (03/19/2026), Deschutes Investment Consulting, LLC reports $2.9B in regulatory assets under management across roughly 581 client accounts.
How does Deschutes Investment Consulting, LLC charge?
Deschutes Investment Consulting, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Deschutes Investment Consulting, LLC a fiduciary?
Yes. Deschutes Investment Consulting, LLC is registered with the U.S. Securities and Exchange Commission (CRD #155312), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Deschutes Investment Consulting, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Deschutes Investment Consulting, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Portland, OR
Profile compiled from Deschutes Investment Consulting, LLC's public SEC Form ADV filing (CRD #155312, filed 03/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Deschutes Investment Consulting, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Deschutes Investment Consulting, LLC? Claim this profile.