TSCHETTER GROUP

RIASEC RegisteredEst. 2019
Total AUM
$2.4B
Discretionary
$2.3B
98% of AUM
Avg account
$1.5M
Accounts
1,558
Employees
24
Advisory reps
17

Firm details

Headquarters
BELLEVUE, Washington
CRD number
301548
Registered since
May 1, 2019
Website
tschettergroup.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI72.66%
  • State / Municipal Government13.33%
  • Individuals6.59%
  • Corporations / Businesses3.69%
  • Pooled Investment Vehicles3.41%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Tschetter Group is an independent registered investment adviser organized as an LLC and operating since 2019. The firm functions as both a capital allocator and an adviser, working with individual and family clients as well as institutional accounts. Its service menu includes financial planning, portfolio management for individuals and pooled vehicles, pension consulting and manager selection, and it also operates as an insurance broker. Tschetter Group acts in sponsor/GP/managing member roles for pooled vehicles and reports an active ESG investing stance. The firm charges a mix of percentage-of-AUM, hourly and fixed fees. Forbes recognized the firm on a Top RIA list in 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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 61%, Public Funds/Mutual Funds 16%, Private Funds 13%, US Government Bonds 3%, State & Local Bonds 3%, Cash & Cash Equivalents 3%, Non-Exchange Traded Equities 1%61%
  • Exchange Traded Equities61%
  • Public Funds/Mutual Funds16%
  • Private Funds13%
  • US Government Bonds3%
  • State & Local Bonds3%

Owners & executives

2 of 2

  • RICK LEE

    COO & CCOCRD 4239907

  • DUSTIN BRUMBAUGH

    CEO, AdvisorCRD 4351924

Contacts

3 of 15

  • TRAVIS BOMGARDNER

    AdvisorCRD 5002162

  • Henry Roberts

    AdvisorCRD 7396298

  • BRENT WILLIAMS

    Portfolio ManagerCRD 5977269

Unlock 12 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 43

Active vs passive

$94.4M in ETFs

Passive

78%

$73.2M

Active

1%

$21.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH)VanguardPassiveShort Government$11.2M191,46611.87%
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Location

Primary office

BELLEVUE, WA

KING

Location

BELLEVUE, WA

Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
2155 112th Ave NE
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth