RIA Intel›Advisers›Oregon›THE CASCADIA GROUP LLC

THE CASCADIA GROUP LLC

Advisory

OR

Data as of May 21, 2026 · Source: SEC Form ADV

Average account

$778K

across 17 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed May 21, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

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

17 clients

5 high-net-worth

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.

CUDO INVESTMENT SERVICES, INC.

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TMFS-PORTLAND, LLC

$14M

BATLEY, KENT MICHAEL

$12M

OJEDA PARTNERS LLC

$14M

OREGON FINANCIAL PRODUCTS & SERVICES, LLC

$14M

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