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The fee is billed in arrears and requires an account of at least $500,000.","source":"ADV PART 2A, filed 11 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Fort Vancouver Investment Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fort Vancouver Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fort Vancouver Investment Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Fort Vancouver Investment Management have a minimum investment?","answer":"Yes, Fort Vancouver Investment Management’s minimum account size for its Investment Management is $500K.","source":"ADV PART 2A, filed 11 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Fort Vancouver Investment Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fort Vancouver Investment Management get paid?","answer":"Fort Vancouver Investment Management is paid through a percentage of assets under management and hourly charges. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}