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CASCADE INVESTMENT GROUP, INC.

COLORADO SPRINGS, CO · CRD 35844 · IAPD ↗ · 719-632-0818

$419.9MRegulatory AUM
4Advisory reps
6Employees
3Clients
1-10Planning clients
0Private funds
11States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2024 — CASCADE INVESTMENT GROUP, INC. notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — CASCADE INVESTMENT GROUP, INC. reported RAUM up 27% ($268.5M -> $341.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
February 2024 — CASCADE INVESTMENT GROUP, INC. notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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