# CASCADE INVESTMENT GROUP, INC.

CASCADE INVESTMENT GROUP, INC. of COLORADO SPRINGS, CO is an SEC-registered investment adviser.

## Registration

- CRD: 35844
- Type: SEC-registered investment adviser
- SEC file number: 801-53819
- Location: 444 E. PIKES PEAK AVENUE, SUITE 200, COLORADO SPRINGS, CO, 80903
- Phone: 719-632-0818
- Latest filing: 2026-03-23
- Regulatory AUM: $419.9M
- Discretionary AUM: $379.5M
- Non-discretionary AUM: $40.4M
- Clients: 6
- Accounts: 978

## Business model

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

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Robert Gold Wrubel | PRESIDENT/MANAGING DIRECTOR | — |
| Gregory Justin Weed | MAJORITY TRUSTEE | — |
| Scott Alexander Rethi | CHIEF COMPLIANCE OFFICER | — |
| Dana Marie Capozzella | CHIEF COMPLIANCE OFFICER | — |
| TURNER DAVID JOHN | SHAREHOLDER | — |
| BAGLEY MYRON TIPTON | BOARD CHAIRMAN | — |
| LUNDQUIST JUDITH ANN | SHAREHOLDER | — |
| BEACH KENNETH MICHAEL | MANAGING DIRECTOR; PRESIDENT; SECRETARY/TREASURER (+1 more) | — |
| RALSTON CRAIG STANLEY | DIRECTOR/OPTIONS PRINCIPAL; OWNER; PRESIDENT (+1 more) | — |
| CAPOZZELLA DANA MARIE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/SECRETARY; OPERATIONS MANAGER (+3 more) | — |
| RODEMER STEVEN DALE | SHAREHOLDER | — |
| WEILAND JANICE MARGARET | OWNER | — |
| WRUBEL ROBERT GOLD | OWNER; PRESIDENT/MANAGING DIRECTOR | — |
| WEED GREGORY JUSTIN | MAJORITY TRUSTEE | — |


## Disclosures (14)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2018-12-04 | regulatory | BREACH OF FIDUCIARY DUTY AND DUTY TO SEEK BEST EXECUTION IN CONNECTION WITH SHARE CLASS SELECTION PRACTICES. CASCADE RECOMMENDED POSITIONS CHARGING 12B-1 FEES INSTEAD OF THE LOWER COST SHARE CLASSES OF THE SAME FUNDS THAT WERE AVAILABLE TO CLIENTS. THE FIRM AND ITS REPRESENTATIVES RECEIVED THESE 12B… | Final | $125K |
| 1996-10-01 | regulatory | CASCADE INVESTMENT GROUP, INC. (FORMERLY BJR & ASSOCIATES, INC.) VIOLATED THE NET CAPITAL REQUIREMENT. | Final | $3K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/35844/brochure
- Similar advisers: https://search.stillhousedata.com/firm/35844/similar
- Related entities: https://search.stillhousedata.com/firm/35844/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/35844

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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.