Fort Vancouver Investment Management, LLC
Fort Vancouver Investment Management, LLC is an SEC-registered wealth manager in Vancouver, WA with $237.1M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Fort Vancouver Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157019, SEC 801-112403, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $237.1M (2026-02-11)
- Firm type
- Wealth Manager
- Location
- Vancouver, WA
- Employees
- 4
- Clients
- 194
- CRD
- 157019
- Ownership
- BREEDEN, HOLLY, CROWE; POOL, ROBERT, DOUGLAS; EBELING, MATTHEW; Silbernagel, Andrea, Marie
How much AUM does Fort Vancouver Investment Management, LLC have?
Fort Vancouver Investment Management, LLC reported $237.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Fort Vancouver Investment Management, LLC?
Disclosed owners and executives of Fort Vancouver Investment Management, LLC include BREEDEN, HOLLY, CROWE, POOL, ROBERT, DOUGLAS, EBELING, MATTHEW, Silbernagel, Andrea, Marie. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.