Holly Crowe Breeden
Investment adviser representative at Fort Vancouver Investment Management, LLC
14 yearsExperience
3 statesRegistered in
$237.1MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Fort Vancouver Investment Management, LLCJan 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
Fort Vancouver Investment Management, LLC
$237.1MAssets managed
194Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6365891
- Firm CRD
- 157019