FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
Adviser information for FORT VANCOUVER INVESTMENT MANAGEMENT, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 516 | $165.9M |
| Non-Discretionary | 0 | $0 |
| Total | 516 | $165.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 114 | $46.6M |
| HNW Individuals | 62 | $119.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-112403 |
|---|---|
| SEC ERA File Number | 801-112403 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157019 |
| Legal Entity Identifier | None |
Principal Office
1601 OFFICERS ROWVANCOUVER
WA
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 360-823-0477, Fax: None
Websites
Chief Compliance Officer
HOLLY BREEDEN
PORTFOLIO ANALYST/COMPLIANCE OFFICER
1601 OFFICERS ROW
VANCOUVER
WA
United States
Tel:
360-823-0477
H*******@******************M
(Full email address available in API data)
Regulatory Contact
ROBERT POOL
INVESTMENT ADVISOR
1601 OFFICERS ROW
VANCOUVER
WA
United States
Tel:
360-823-0477
R****@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| POOL, ROBERT, DOUGLAS | Individual | – | INVESTMENT ADVISOR/OWNER | 12/2010 | 50-75% |
| BREEDEN, HOLLY, CROWE | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2014 | < 5% |
| EBELING, MATTHEW | Individual | – | INVESTMENT ADVISOR/OWNER | 01/2019 | 25-50% |
| Silbernagel, Andrea, Marie | Individual | – | ADVISOR/OWNER | 01/2024 | 10-25% |