Cascade Investment Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Cascade Investment Group reports 623 clients. They include 502 individual clients, 78 high-net-worth individuals, and 25 pension and profit-sharing plans. Of its assets, 90.4% ($379M across 953 accounts) are managed with discretion; $40.4M across 25 accounts are not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 34% |
| High-net-worth individuals | 13% | 50% |
| Pension and profit-sharing plans | 4% | 10% |
| Charitable organizations | 1% | 6% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 502 | $142M | 33.8% | $283K |
| High-net-worth individuals | 78 | $208M | 49.5% | $2.67M |
| Pension and profit-sharing plans | 25 | $40.4M | 9.6% | $1.62M |
| Charitable organizations | 9 | $25.5M | 6.1% | $2.83M |
| Corporations and other businesses | 9 | $4M | 1.0% | $445K |
| Total | 623 | $420M | 100% | $674K |
- Clients
- 502
- Regulatory AUM
- $142M
- AUM share
- 33.8%
- Avg. per client
- $283K
- Clients
- 78
- Regulatory AUM
- $208M
- AUM share
- 49.5%
- Avg. per client
- $2.67M
- Clients
- 25
- Regulatory AUM
- $40.4M
- AUM share
- 9.6%
- Avg. per client
- $1.62M
- Clients
- 9
- Regulatory AUM
- $25.5M
- AUM share
- 6.1%
- Avg. per client
- $2.83M
- Clients
- 9
- Regulatory AUM
- $4M
- AUM share
- 1.0%
- Avg. per client
- $445K
Total
- Clients
- 623
- Regulatory AUM
- $420M
- AUM share
- 100%
- Avg. per client
- $674K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Cascade Investment Group charges 1.50%–2.50% a year for its Portfolio Freedom Accounts. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed hourly at a maximum of $495 per hour, on completion of the actual hours accrued, with an estimate of total hours at the start of the relationship.
The Eastern Colorado Bank owns 75% or more of Cascade Investment Group and is in turn owned by Weed Investment Group Inc (75% or more). The leadership team of Cascade Investment Group includes President Robert Gold Wrubel and Chief Compliance Officer Scott Alexander Rethi. It has 6 employees, 4 of them in advisory roles.
Staff
- 6 employees
- 4 in advisory functions
- 6 state-registered reps
- 6 broker-dealer reps
- 3 insurance agents
- Owns 75% or more of Cascade Investment Group, Inc.
The Eastern Colorado Bank
Control person · since March 2020
- Owns 75% or more of The Eastern Colorado Bank
Weed Investment Group Inc
Control person · since April 2003
- Owns 50% to 75% of Cascade Investment Group, Inc.
Gregory Justin Weed
Control person · since June 2016
- Owns 10% to 25% of Cascade Investment Group, Inc.
Robert Gold Wrubel
Control person · since January 2021
Cascade Investment Group’s regulatory assets grew from $318M (March 2021) to $420M (March 2026); clients fell from 861 to 623 and employees from 7 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $420M | 623 | 6 | 1 |
| May 2025May 2025 | $378M | 609 | 6 | 1 |
| Jul 2024July 2024 | $342M | 640 | 7 | 1 |
| May 2023May 2023 | $269M | 913 | 7 | 1 |
| May 2022May 2022 | $376M | 916 | 7 | 1 |
| Mar 2021March 2021 | $318M | 861 | 7 | 1 |
Besides its headquarters, Cascade Investment Group has 0 offices, with 1 listed address in 1 state.
Colorado · 1 listed address
- 444 E. Pikes Peak Avenue, Suite 200, Colorado SpringsHQ
Contact and registration details
- Legal name
- Cascade Investment Group, Inc.
- Headquarters
- 444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO 80903
- Website
- Not reported
- Phone
- 719-632-0818
- @cascade-investment-group
- SEC file
- 801-53819
- Structure
- Colorado corporation
- Fiscal year end
- December
Cascade Investment Group’s named custodian for separately managed accounts is RBC Capital Markets ($379M). Cascade Investment Group does not have custody of client assets.
- RBC Capital MarketsRBC Capital Markets, LLC · New York, NY · $379M100%
At year end, Cascade Investment Group’s separately managed accounts were mostly in funds (66%) and stocks (27%). Its reported 13F holdings for the quarter ended 30 June 2026 total $178M across 156 positions; the largest are Vanguard Index Fds (14.8%), SPDR Series Trust (5.1%) and Apple Inc. (4.5%).
What the accounts hold
- Stocks27%
- Exchange-traded equities26%
- Non-exchange-traded equities1%
- Funds66%
- Bonds7%
- U.S. government and agency bonds5%
- State and local bonds1%
- Investment grade corporate bonds1%
How many clients does Cascade Investment Group have?
Cascade Investment Group has 623 clients and manages $420 million for them, as of March 2026. They include 502 individual clients, 78 high-net-worth individuals, and 25 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Cascade Investment Group offer?
Cascade Investment Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Cascade Investment Group charge?
Cascade Investment Group charges 1.50%–2.50% a year for its Portfolio Freedom Accounts. The fee is billed in advance and is negotiable.
Source: PART 2A OF FORM ADV: FIRM BROCHURE, filed 23 March 2026
Which custodians does Cascade Investment Group use?
Cascade Investment Group’s separately managed account assets are held at RBC Capital Markets, LLC (New York, NY), with $379M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Cascade Investment Group have?
Cascade Investment Group has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cascade Investment Group invest in?
At the end of its last fiscal year, Cascade Investment Group’s separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 5% U.S. government and agency bonds, 1% non-exchange-traded equities, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cascade Investment Group?
Cascade Investment Group is owned through a holding company by Weed Investment Group Inc. Its direct owners are Robert Gold Wrubel (10% to 25%), the Eastern Colorado Bank (75% or more) and Gregory Justin Weed (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Cascade Investment Group get paid?
Cascade Investment Group is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cascade Investment Group?
Cascade Investment Group’s main office is at 444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO 80903. Its phone number is 719-632-0818.
