# ROEHL & YI INVESTMENT ADVISORS, LLC

ROEHL & YI INVESTMENT ADVISORS, LLC of EUGENE, OR is an SEC-registered investment adviser.

## Registration

- CRD: 109258
- Type: SEC-registered investment adviser
- SEC file number: 801-56145
- Location: 450 COUNTRY CLUB ROAD, SUITE 200, EUGENE, OR, 97401
- Phone: 541-683-2085
- Latest filing: 2026-03-20
- Regulatory AUM: $959.4M
- Discretionary AUM: $953.2M
- Non-discretionary AUM: $6.1M
- Clients: 16
- Accounts: 1,683

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Henry Roehl | MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF EXECUTIVE OFFICER | — |
| Jayman Frank Yi | MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF INVESTMENT OFFICER | — |
| Andrew Glenn College | CHIEF OPERATING OFFICER | — |
| Jillian Maria Roehl | MEMBER | — |
| Sarah Ryan Mellgren | MEMBER | — |
| Zachary Steven Daeges | MEMBER | — |
| SITTNER FREDDIE LEE | CHIEF COMPLIANCE OFFICER/MEMBER; MEMBER | — |
| ROEHL THOMAS HENRY | CHIEF COMPLIANCE OFFICER AND MEMBER; MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF EXECUTIVE OFFICER | — |
| YI JAYMAN FRANK | MEMBER; MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF INVESTMENT OFFICER | — |
| GRAHAM BEVERLY JAYNE | CHIEF COMPLIANCE OFFICER | — |
| College Andrew Glenn | CHIEF OPERATING OFFICER | — |
| ROEHL JILLIAN MARIA | MEMBER | — |
| MELLGREN SARAH RYAN | MEMBER | — |
| DAEGES ZACHARY STEVEN | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109258/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109258/similar
- Related entities: https://search.stillhousedata.com/firm/109258/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109258

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.