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Cascadia Capital Management, Inc. (Seattle)


Cascadia Capital Management, Inc. is an adviser based in Seattle. It manages $7.49 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Washington.

Cascadia Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cascadia Capital Management: assets under management

The assets under management (AUM) of Cascadia Capital Management, Inc. is $7.49 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $7.49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $267.39 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cascadia Capital Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Seattle

The principal office where Cascadia Capital Management, Inc. performs its advisory services is located at 701 5 Th Ave., Seattle, WA 98104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-650-8054 or by fax 206-659-4303. The normal business hours are 6:30am-5:30pm on Monday - Friday.


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