Fort Vancouver Investment Management provides financial planning, portfolio management for individuals and small businesses, and tax planning.
Fort Vancouver Investment Management reports 194 clients. They include 111 individual clients, 82 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 100.0% ($237M across 586 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 21% |
| High-net-worth individuals | 42% | 78% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 111 | $50.1M | 21.1% | $451K |
| High-net-worth individuals | 82 | $186M | 78.2% | $2.26M |
| Pension and profit-sharing plans | Fewer than 5 | $1.52M | 0.6% | $1.52M |
| Total | 194 | $237M | 100% | — |
- Clients
- 111
- Regulatory AUM
- $50.1M
- AUM share
- 21.1%
- Avg. per client
- $451K
- Clients
- 82
- Regulatory AUM
- $186M
- AUM share
- 78.2%
- Avg. per client
- $2.26M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.52M
- AUM share
- 0.6%
- Avg. per client
- $1.52M
Total
- Clients
- 194
- Regulatory AUM
- $237M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Fort Vancouver Investment Management charges 0.50%–1.10% a year for its Investment Management. The fee is billed in arrears and requires an account of at least $500,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement Planning
- Retirement planning is a flat fee of $3,000 based on estimated time; it may be negotiated and may be waived if the client hires FVIM for investment management.
Robert Pool owns 25% to 50% of Fort Vancouver Investment Management. The leadership team of Fort Vancouver Investment Management includes Chief Compliance Officer Holly Breeden. It has 4 employees.
Leadership
Holly BreedenChief Compliance Officer
Matthew EbelingInvestment Advisor/Owner- Robert PoolInvestment Advisor/Owner
Andrea SilbernagelAdvisor/Owner
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- Owns 25% to 50% of Fort Vancouver Investment Management, LLC
Robert Pool
Control person · since December 2010
- Owns 25% to 50% of Fort Vancouver Investment Management, LLC
Matthew Ebeling
since January 2019
- Owns 25% to 50% of Fort Vancouver Investment Management, LLC
Andrea Silbernagel
since January 2024
Fort Vancouver Investment Management’s regulatory assets grew 1.7× from $140M (March 2021) to $237M (February 2026); clients rose from 159 to 194 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $237M | 194 | 4 | 1 |
| Jan 2025January 2025 | $186M | 184 | 4 | 1 |
| Mar 2024March 2024 | $166M | 176 | 4 | 1 |
| Apr 2023April 2023 | $149M | 178 | 4 | 1 |
| Mar 2022March 2022 | $158M | 166 | 3 | 1 |
| Mar 2021March 2021 | $140M | 159 | 3 | 1 |
Besides its headquarters, Fort Vancouver Investment Management has 0 offices, with 1 listed address in 1 state.
Washington · 1 listed address
- 1601 Officers Row, VancouverHQ
Contact and registration details
- Legal name
- Fort Vancouver Investment Management, LLC
- Headquarters
- 1601 Officers Row, Vancouver, WA 98661
- Website
- fortvancouverim.com
- Phone
- 360-823-0477
- SEC file
- 801-112403
- Founded
- 2010
- Structure
- Washington LLC
- Fiscal year end
- December
Fort Vancouver Investment Management’s named custodian for separately managed accounts is Charles Schwab ($186M). Fort Vancouver Investment Management has custody of $46.7M for 70 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $186M100%
At year end, Fort Vancouver Investment Management’s separately managed accounts were mostly in funds (99%). Its reported 13F holdings for the quarter ended 30 June 2026 total $214M across 62 positions; the largest are Dimensional ETF Trust (14.3%), Vanguard Index Fds (12.1%) and American Centy ETF TR (10.8%).
What the accounts hold
- Funds99%
- Cash1%
Reported 13F holdings
- $214M
- Reported 13F value
- 62
- Positions
- 77.4%
- In the 10 largest
- +8.7%
- Value vs. prior quarter
- Dimensional ETF Trust · US Larg Valu ETF14.3%
- Vanguard Index Fds · S&P 500 ETF Shs12.1%
- American Centy ETF TR · US Sml CP Valu10.8%
- Dimensional ETF Trust · Intl Core Equity7.2%
- American Centy ETF TR · Avantis Emgmkt6.8%
- Schwab Strategic TR · Intl Eqty ETF6.5%
- Vanguard Index Fds · Extend Mkt ETF6.5%
- Dimensional ETF Trust · Glob CO Plus ETF4.7%
- American Centy ETF TR · Avantis Shfxdinc4.5%
- Schwab Strategic TR · Intl Sceqt ETF4.2%
Together, the ten largest are 77.4% of reported value.
How many clients does Fort Vancouver Investment Management have?
Fort Vancouver Investment Management has 194 clients and manages $237 million for them, as of February 2026. They include 111 individual clients, 82 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 February 2026
What services does Fort Vancouver Investment Management offer?
Fort Vancouver Investment Management provides financial planning, portfolio management for individuals and small businesses, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Fort Vancouver Investment Management charge?
Fort Vancouver Investment Management charges 0.50%–1.10% a year for its Investment Management. The fee is billed in arrears and requires an account of at least $500,000.
Which custodians does Fort Vancouver Investment Management use?
Fort Vancouver Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $186M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 February 2026
How many financial advisors does Fort Vancouver Investment Management have?
Fort Vancouver Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Fort Vancouver Investment Management invest in?
At the end of its last fiscal year, Fort Vancouver Investment Management’s separately managed accounts held 99% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Fort Vancouver Investment Management have a minimum investment?
Yes, Fort Vancouver Investment Management’s minimum account size for its Investment Management is $500K.
Who owns Fort Vancouver Investment Management?
Fort Vancouver Investment Management’s direct owners are Robert Pool, Matthew Ebeling and Andrea Silbernagel, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 11 February 2026
How does Fort Vancouver Investment Management get paid?
Fort Vancouver Investment Management 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 Fort Vancouver Investment Management?
Fort Vancouver Investment Management’s main office is at 1601 Officers Row, Vancouver, WA 98661. Its phone number is 360-823-0477. Its website is fortvancouverim.com.