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The fee is billed in advance and is negotiable.","source":"PART 2A OF FORM ADV:  FIRM BROCHURE, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cascade Investment Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cascade Investment Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cascade Investment Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cascade Investment Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cascade Investment Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Cascade Investment Group?","answer":"Cascade Investment Group’s main office is at 444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO 80903. 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