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ROEHL & YI INVESTMENT ADVISORS, LLC

EUGENE, OR · CRD 109258 · IAPD ↗ · roehl-yi.com · 541-683-2085

$959.4MRegulatory AUM
10Advisory reps
16Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — ROEHL & YI INVESTMENT ADVISORS, LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2025 — ROEHL & YI INVESTMENT ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.