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Cascade Financial Strategies, LLC

● SEC registered since 2025CRD 166610SEC# 801-132417Bend, OR
Export (members)
Reg. AUM
$120.5M
Employees
2
Accounts
469
Location
Bend, OR

Cascade Financial Strategies, LLC assets under management

Cascade Financial Strategies, LLC operates as an SEC-registered investment adviser based in Bend, OR. The firm has been registered since 2025. It reports $120.5 million in regulatory assets under management and employs 2 people.
www.cascadefs.comView on SEC.gov ↗

Cascade Financial Strategies, LLC owners & executives

1 reported
NameTitleOwnershipSince
John Anderson Schniepp ControlOwner/Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Cascade Financial Strategies, LLC manage?

Cascade Financial Strategies, LLC reports $120.5 million in regulatory assets under management on its Form ADV.

How many employees does Cascade Financial Strategies, LLC have?

Cascade Financial Strategies, LLC reports 2 employees.

Where is Cascade Financial Strategies, LLC located?

Cascade Financial Strategies, LLC is based in Bend, OR and has been SEC-registered since 2025.

Does Cascade Financial Strategies, LLC disclose fund performance?

Cascade Financial Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address243 Scalehouse Loop, 1a, Bend, OR 97702
Phone541-678-5475
Fax541-678-5476
Office hours8:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$119.6M
Non-discretionary$857K
Total (RAUM)$120.5M