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Cascade Investment Counsel LLC (Medford)


Cascade Investment Counsel LLC is a large advisory firm based in Medford. It manages $91.87 million of regulatory assets for 104 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alaska, California, and Oregon.

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Cascade Investment Counsel provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cascade Investment Counsel: assets under management

The assets under management (AUM) of Cascade Investment Counsel LLC is $91.87 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $91.87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $883.37 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cascade Investment Counsel LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Medford

The principal office where Cascade Investment Counsel LLC performs its advisory services is located at 827 Alder Creek Drive, Medford, OR 97504, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 541-857-8551 or by fax 541-857-8553. The normal business hours are 9:00am - 3:00pm on Monday - Friday. You can find more information about the New York firm at www.cic-llc.com.


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