RIA Intel›Advisers›Oregon›CASCADE FINANCIAL CONCEPTS, INC.

CASCADE FINANCIAL CONCEPTS, INC.

Advisory

OR

Data as of Mar 17, 2026 · Source: SEC Form ADV

Average account

$256K

across 148 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients62

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOR, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

62 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

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INSIGHT ADVISORS NW, LLC

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