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DESCHUTES INVESTMENT CONSULTING, LLC

PORTLAND, OR · CRD 155312 · IAPD ↗ · deschutesinvestment.com · 503-224-3700

$2.89BRegulatory AUM
10Advisory reps
14Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — DESCHUTES INVESTMENT CONSULTING, LLC grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2026 — DESCHUTES INVESTMENT CONSULTING, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — DESCHUTES INVESTMENT CONSULTING, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — DESCHUTES INVESTMENT CONSULTING, LLC reported RAUM up 26% ($1.69B -> $2.13B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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