# Cascade Financial Strategies

Cascade Financial Strategies is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/cascade-financial-strategies

## Regulatory record

- **CRD number:** 166610
- **SEC file number:** 801-132417
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166610

## About

CASCADE FINANCIAL STRATEGIES is an SEC-registered investment adviser in BEND, OR, registered since 2025. The firm manages $151 million in assets, $150 million on a discretionary basis. It has 5 employees and 3 investment advisers.

## Questions

### What is known about Cascade Financial Strategies' investment strategy?

No public information describes the firm's investment strategy, including asset class preferences, sector focus, or deal structures. The firm has made no disclosed investments or partnerships in public records.

### Who leads Cascade Financial Strategies?

No named principals, executives, or investment committee members have been publicly identified for Cascade Financial Strategies.

### Where is Cascade Financial Strategies headquartered?

The firm's headquarters location is not publicly listed in any accessible source, including company registries or professional profiles.

### Has Cascade Financial Strategies disclosed any recent investment activity?

No investment activity, portfolio company details, or capital deployment events have been reported in the last two years.

## Related profiles

- [TCFG Investment Advisors](https://altss.com/profile/tcfg-investment-advisors-llc)
- [Padden Financial Planning LLC](https://altss.com/profile/padden-financial-planning-llc)

---

Last updated: 2026-07-06T01:24:13.754Z

Canonical page: https://altss.com/profile/cascade-financial-strategies

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology