DBA: CASCADE FINANCIAL STRATEGIES
| Total AUM | $150.9M |
| Discretionary | $150.3M100% of AUM |
| Non-Discretionary | $605K |
| Client Accounts | 605 |
| Avg Account Size | $249K |
| Employees | 5 |
| Peak AUM | $150.9MMar 2026 |
| AUM CAGR | +25.2% /yrover 1 yrs · 2 filings |
Total AUM
$151M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $151M | +25.2% | — | — | — |
| Discretionary AUM | $150M | +25.6% | |||
| Total AUM | $150.9M |
| Discretionary | $150.3M |
| Employees | 5 |
| Client Accounts | 605 |
| Client Range | 11-25 |
Address
243 SCALEHOUSE LOOP
BEND OR 97702
Phone
541-678-5475
Filing History
2 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$150M
99.6% of AUM
Non-Discretionary
$605,000
0.4% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
No related registrations reported
| — |
| — |
— |
| Non-Disc. AUM | $605,000 | 29.4% | — | — | — |
| Total Accounts | 605 | +29.0% | — | — | — |
| Avg Account Size | $249,382.198 | 2.9% | — | — | — |
| Employees | 5 | +150.0% | — | — | — |
| AUM / Employee | $30M | 49.9% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $149M | +25.7% | — | — | — |
| Institutional AUM | $2M | 5.8% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 267 | 9.8% | — | — | — |
| Institutional | 2 | +100.0% | — | — | — |
| Individuals | 40 | +25.0% | — | — | — |