CASCADE FINANCIAL STRATEGIES

CASCADE FINANCIAL STRATEGIES of BEND, OR is an SEC-registered investment adviser (CRD 166610). Regulatory assets under management: $150.9M.

Registration

• CRD: 166610
• SEC file number: 801-132417
• Type: Registered investment adviser
• Location: 243 SCALEHOUSE LOOP, BEND, OR, 97702
• Phone: 541-678-5475
• Latest filing: 2026-03-20
• Regulatory AUM: $150.9M
• Discretionary AUM: $150.3M
• Non-discretionary AUM: $605K
• Clients: 5
• Accounts: 605

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166610 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search