Investment adviser · CRD 157019
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
Investment adviser filing (IA)
VANCOUVER, WA, United States · Form ADV filed Feb 11, 2026
- Regulatory AUM
- $237M Form ADV · Item 5.F
- Client accounts
- 586 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 82 | $185,547,220 | 78.2% |
| Individuals | 111 | $50,060,970 | 21.1% |
| Retirement plans | Fewer than 5 | $1,516,282 | 0.6% |
Filing source
Form ADV 2052036 · Feb 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
1601 OFFICERS ROWVANCOUVER, WA, 98661, United States
CRD 157019
Filing source
Form ADV 2052036 · Feb 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.