RIA Intel›Advisers›Oregon›DESCHUTES PORTFOLIO STRATEGY, LLC

DESCHUTES PORTFOLIO STRATEGY, LLC

Advisory

N·PORTLAND, OR

Data as of Jul 24, 2026 · Source: SEC Form ADV

Total AUM

$1.6B

1-Year AUM Growth

+10.8%

3-Year CAGR

-2.1%

Employees

10

Assets Under Management

Total AUM$1.6B

Discretionary AUM$848M

Non-Discretionary AUM$778M

Discretionary %52.1%

Total Clients353

Team

Total Employees10

Investment Advisers11

Employee Growth (1Y)+12.5%

Filing History

Total Filings on Record32

First FilingMar 21, 2011

Latest FilingJul 24, 2026

🔒 Full AUM trend chart and 32 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DESCHUTES PORTFOLIO STRATEGY, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.