Quest Investment Management, LLC

RIASEC RegisteredEst. 1985
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$13.7M
Accounts
125
Employees
9
Advisory reps
7

Firm details

Headquarters
Lake Oswego, Oregon
CRD number
110640
Registered since
March 12, 1985
Website
www.questinvestment.com
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pension & Profit Sharing Plans56.22%
  • Other17.34%
  • Pooled Investment Vehicles9.43%
  • State / Municipal Government6.5%
  • Corporations / Businesses4.32%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Quest Investment Management, LLC is an independent registered investment adviser organized as an LLC and on the SEC register since 1985. The firm advises a mix of individual and family clients as well as institutional accounts, providing portfolio management for private clients, pooled investment vehicles, and business or institutional mandates. Its fees include a percentage-of-AUM component along with fixed fees and arrangements that can include performance-based compensation. Quest does not describe itself as an active ESG investor and is not listed as a multi-state adviser; it also does not serve as an allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, US Government Bonds 17%, Investment Grade Corp Bonds 9%, Non-Exchange Traded Equities 7%, Cash & Cash Equivalents 2%, Private Funds 1%64%
  • Exchange Traded Equities64%
  • US Government Bonds17%
  • Investment Grade Corp Bonds9%
  • Non-Exchange Traded Equities7%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Bradley Carter

    Bradley Carter

    Chief Investment Officer, PrincipalCRD 4121813

  • Cameron Johnson

    Cameron Johnson

    CEO & PrincipalCRD 2121034

Contacts

3 of 5
  • Douglas Goebel

    Douglas Goebel

    President, PrincipalCRD 2215228

  • Kevin Johnson

    Kevin Johnson

    Executive DirectorCRD 2265788

  • Erik Wald

    Erik Wald

    Vice PresidentCRD 4376353

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 33

Active vs passive

$466M in ETFs

Passive

98%

$457M

Active

0%

$8.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$137M199,75429.46%
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Location

Primary office

Lake Oswego, OR

Clackamas

Location

Lake Oswego, OR

Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Clackamas
Address
5 Centerpointe Dr
Time zone
PT (UTC-8)
Office locations

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