Quest Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Quest Investment Management reports 125 clients. They include 42 individual clients, 36 high-net-worth individuals and 19 other clients. Of its assets, 100.0% ($1.71B across 125 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 34% | 2% |
| High-net-worth individuals | 29% | 4% |
| Pooled investment vehicles | 6% | 9% |
| Pension and profit-sharing plans | 9% | 56% |
| Charitable organizations | 2% | <1% |
| Other client typesState or municipal government entities; Corporations and other businesses; Other | 21% | 28% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 42 | $36.6M | 2.1% | $872K |
| High-net-worth individuals | 36 | $65.5M | 3.8% | $1.82M |
| Pooled investment vehicles | 8 | $161M | 9.4% | $20.1M |
| Pension and profit-sharing plans | 11 | $961M | 56.2% | $87.4M |
| Charitable organizations | Fewer than 5 | $3.55M | 0.2% | $1.78M |
| State or municipal government entities | Fewer than 5 | $111M | 6.5% | $111M |
| Corporations and other businesses | 6 | $73.9M | 4.3% | $12.3M |
| Other | 19 | $296M | 17.3% | $15.6M |
| Total | 125 | $1.71B | 100% | — |
- Clients
- 42
- Regulatory AUM
- $36.6M
- AUM share
- 2.1%
- Avg. per client
- $872K
- Clients
- 36
- Regulatory AUM
- $65.5M
- AUM share
- 3.8%
- Avg. per client
- $1.82M
- Clients
- 8
- Regulatory AUM
- $161M
- AUM share
- 9.4%
- Avg. per client
- $20.1M
- Clients
- 11
- Regulatory AUM
- $961M
- AUM share
- 56.2%
- Avg. per client
- $87.4M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.55M
- AUM share
- 0.2%
- Avg. per client
- $1.78M
- Clients
- Fewer than 5
- Regulatory AUM
- $111M
- AUM share
- 6.5%
- Avg. per client
- $111M
- Clients
- 6
- Regulatory AUM
- $73.9M
- AUM share
- 4.3%
- Avg. per client
- $12.3M
- Clients
- 19
- Regulatory AUM
- $296M
- AUM share
- 17.3%
- Avg. per client
- $15.6M
Total
- Clients
- 125
- Regulatory AUM
- $1.71B
- 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
Quest Investment Management is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Quest Investment Management Holdings, Inc. owns 50% to 75% of Quest Investment Management and is in turn owned by Cameron Johnson (50–75%) and Kevin Johnson (50–75%). The leadership team of Quest Investment Management includes President Kevin Johnson and Chief Compliance Officer Cameron Johnson. It has 9 employees, 8 of them in advisory roles.
Leadership
- Kevin JohnsonSecretary/Treas. Senior Vice President
- Cameron JohnsonCEO/Chief Compliance Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Jon Patrick Bettendorf
- Bradley Jon Carter
- Derek Allen Ebel
- Douglas Paul Goebel
- Cameron Mitchell Johnson
- Erik Robert Wald
Staff
- 9 employees
- 8 in advisory functions
- 6 state-registered reps
- Owns 50% to 75% of Quest Investment Management, LLC
Quest Investment Management Holdings, Inc.
Control person · since February 2016
- Owns 50% to 75% of Quest Investment Management Holdings, Inc.
Cameron Johnson
Control person · since January 2016
- Owns 50% to 75% of Quest Investment Management Holdings, Inc.
Kevin Johnson
Control person · since January 2016
Quest Investment Management’s regulatory assets went from $1.72B (March 2021) to $1.71B (March 2026); clients rose from 95 to 125 and employees fell from 10 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.71B | 125 | 9 | 1 |
| March 2025 | $1.58B | 82 | 10 | 1 |
| March 2024 | $1.52B | 80 | 10 | 1 |
| March 2023 | $1.51B | 93 | 10 | 1 |
| January 2022 | $1.8B | 94 | 10 | 1 |
| March 2021 | $1.72B | 95 | 10 | 1 |
Besides its headquarters, Quest Investment Management has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 5 Centerpointe DR, Suite 590, Lake OswegoHQ
Contact and registration details
- Legal name
- Quest Investment Management, LLC
- Headquarters
- 5 Centerpointe DR, Suite 590, Lake Oswego, OR 97035
- Website
- questinvestment.com
- Phone
- 503-221-0158
- SEC file
- 801-23659
- Structure
- Oregon LLC
- Fiscal year end
- December
Quest Investment Management does not have custody of client assets.
At year end, Quest Investment Management’s separately managed accounts were mostly in stocks (71%) and bonds (26%). Its reported 13F holdings for the quarter ended 30 June 2026 total $856M across 115 positions; the largest are Vanguard S&P 500 ETF (16.0%), Vanguard Morningstar Value ETF (7.2%) and Nvidia Corp. (5.8%).
What the accounts hold
- Stocks71%
- Exchange-traded equities64%
- Non-exchange-traded equities7%
- Funds1%
- Bonds26%
- U.S. government and agency bonds17%
- Investment grade corporate bonds9%
- Cash2%
Reported 13F holdings
- $856M
- Reported 13F value
- 115
- Positions
- 49.3%
- In the 10 largest
- −0.1%
- Value vs. prior quarter
- Vanguard S&P 500 ETF · ETFS16.0%
- Vanguard Morningstar Value ETF · ETFS7.2%
- Nvidia Corp.5.8%
- Alphabet Class C4.5%
- SPDR Portfolio S&P 500 Growth · ETFS3.4%
- iShares Tr MSCI Eafe Idx ETF · ETFS3.0%
- Apple Inc.2.4%
- Broadcom Inc.2.4%
- Vanguard Russell 2000 Growth E · ETFS2.3%
- Vanguard Russell 2000 Value ET · ETFS2.2%
Together, the ten largest are 49.3% of reported value.
How many clients does Quest Investment Management have?
Quest Investment Management has 125 clients and manages $1.71 billion for them, as of March 2026. They include 42 individual clients, 36 high-net-worth individuals and 19 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does Quest Investment Management offer?
Quest Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Quest Investment Management have?
Quest Investment Management has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 8 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 Quest Investment Management invest in?
At the end of its last fiscal year, Quest Investment Management’s separately managed accounts held 64% exchange-traded equities, 17% U.S. government and agency bonds, 9% investment grade corporate bonds, 7% non-exchange-traded equities, 2% cash and equivalents and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Quest Investment Management?
Quest Investment Management is owned through a holding company by Cameron and Kevin Johnson. Its direct owner is Quest Investment Management Holdings, Inc. (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does Quest Investment Management get paid?
Quest Investment Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions 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 Quest Investment Management?
Quest Investment Management’s main office is at 5 Centerpointe DR, Suite 590, Lake Oswego, OR 97035. Its phone number is 503-221-0158. Its website is questinvestment.com.