Roehl & Yi Investment Advisors, LLC
Eugene, OR·SEC-registered · CRD #109258
Roehl & Yi Investment Advisors, LLC is an SEC-registered investment advisory firm in Eugene, OR managing $959M across 1.7k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$959M
Client accounts
1.7k
Advisory staff
10
Fee model
Fee-based
How Roehl & Yi Investment Advisors, 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 Roehl & Yi Investment Advisors, LLC
How much does Roehl & Yi Investment Advisors, LLC manage?
Per its most recent SEC Form ADV filing (03/20/2026), Roehl & Yi Investment Advisors, LLC reports $959M in regulatory assets under management across roughly 1.7k client accounts.
How does Roehl & Yi Investment Advisors, LLC charge?
Roehl & Yi Investment Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Roehl & Yi Investment Advisors, LLC a fiduciary?
Yes. Roehl & Yi Investment Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #109258), 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 Roehl & Yi Investment Advisors, 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 Roehl & Yi Investment Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Eugene, OR
Profile compiled from Roehl & Yi Investment Advisors, LLC's public SEC Form ADV filing (CRD #109258, filed 03/20/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Roehl & Yi Investment Advisors, 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 Roehl & Yi Investment Advisors, LLC? Claim this profile.