SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Deschutes Investment Consulting, LLC
Portland, OR
CRD 155312
Firm filing updated March 19, 2026 ·
- $2.9BAssets
- 10Advisory staff
- 498Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- CommissionsYes
- Subscription fees (for a newsletter or periodical)No
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals250
- High net worth individuals153
- Pension and profit sharing plans82
- Corporations or other businesses8
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 250 | $77.3 million |
| High net worth individuals | 153 | $403.1 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 82 | $2.2 billion |
| Charitable organizations | Fewer than 5 clients | $5.7 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $83.7 million |
| Insurance companies | Fewer than 5 clients | $11.2 million |
| Corporations or other businesses not listed above | 8 | $100.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 7 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$2.9 billion
- Accounts498
- Discretionary$597.8 million · 415 accounts
- Non-discretionary$2.3 billion · 83 accounts
People
- Employees14
- Advisory staff10
- Broker-dealer reps0
- Licensed insurance agents4
- Planning clients0
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 155312, SEC file 801-72021.
- Registered with the SEC as an investment advisor (status date on record: January 3, 2011).
Is Deschutes Investment Consulting, LLC a fiduciary?
Short answer: Deschutes Investment Consulting, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
4 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.