FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- VANCOUVER, Washington
- CRD number
- 157019
- Registered since
- February 1, 2018
- Website
- fortvancouverim.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI78.25%
- Individuals21.11%
- Pension & Profit Sharing Plans0.64%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fort Vancouver Investment Management, LLC is an independent, SEC-registered registered investment advisor organized as an LLC and overseen by an individual owner. The firm provides financial planning and discretionary portfolio management, principally for individuals, families and small-business clients, and also serves some institutional relationships. Fee arrangements combine a percentage of assets under management and hourly charges. The adviser does not operate as a capital allocator or a multi-state RIA and does not self-identify as an active ESG investor. Its advisory scope centers on customary wealth-management work—planning and portfolio construction—supported by professional relationships with accountants.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
3 of 4HOLLY BREEDEN
Director of ComplianceCRD 6365891
ROBERT POOL
Founder & Investment Advisor RepresentativeCRD 3074685
MATTHEW EBELING
Partner, Investment AdvisorCRD 5382212
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$197M in ETFs
46%
$90M
54%
$107M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US LARGE CAP VALUE ETF (DFLV) | Dimensional | Active | Large Value | $27.9M | 781,835 | 14.18% |
Location
VANCOUVER, WA
CLARK
Location
VANCOUVER, WA
Headquartered in VANCOUVER, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- CLARK
- Address
- 1601 Officers Row
- Time zone
- PT (UTC-8)
- Office locations
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