Fee-OnlyFinder

Fort Vancouver Investment Management, LLC

Financial planning in Vancouver, WA

SEC registeredNo commissions reported

Call (360) 823-0477Send a messageMap ↗

Public-record details

Address
1601 Officers Row, Vancouver, WA 98661
Phone
(360) 823-0477
Listed under
Financial planning, Hourly fees, % of assets managed
CRD number
157019
Registration
SEC registered since 2018-02-01
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$237.1 million
Accounts managed
586
Clients reported (Form ADV 5.D)
194
Individual / high-net-worth clients
111 / 82
Employees
4
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-02-11

SEC registered investment adviser, CRD 157019, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Vancouver

Advisor Share Wealth Management, LLC13215 Se Mill Plain Blvd, Suite C8-321 · Vancouver, WA 98684 · (866) 232-3251 · Financial planningCRD 307997 · % of assets, Hourly charges, Fixed fees · $376.9 million AUMSEC registeredNo commissions reportedAllen Capital Management, LLC701 Columbia St, Ste 104 · Vancouver, WA 98660 · (503) 292-1041 · % of assets managedCRD 135147 · % of assets · $200.0 million AUMSEC registeredNo commissions reportedAmbassador Wealth Management, LLC7720 Ne Vancouver Mall Drive, Suite 100 · Vancouver, WA 98662 · (360) 314-6323 · Financial planningCRD 167064 · % of assets, Hourly charges · $89.9 million AUMState registeredNo commissions reportedBaker Ellis Asset Management LLC805 Broadway St., Suite 400 · Vancouver, WA 98660 · (503) 227-5778 · Financial planningCRD 121802 · % of assets · $1.0 billion AUMSEC registeredNo commissions reportedCairn Investment Group500 Broadway Street, Suite 480 · Vancouver, WA 98660 · (503) 241-4901 · Financial planningCRD 143601 · % of assets, Hourly charges, Fixed fees · $385.0 million AUMSEC registeredNo commissions reportedColumbia River Financial Group16701 Se McGillivray Blvd.,, #250 · Vancouver, WA 98683 · (360) 335-3350 · Financial planningCRD 288539 · % of assets · $194.8 million AUMSEC registeredNo commissions reportedDelphi Advisers7018 Ne 40th Ave Ste 101 · Vancouver, WA 98661 · Financial planningCRD 304593 · % of assets, Hourly charges, Fixed fees · $33.1 million AUMState registeredNo commissions reportedFirst Pacific Financial, INC.610 Esther Street, Suite 100 · Vancouver, WA 98660 · (360) 254-2585 · Financial planningCRD 284736 · % of assets, Hourly charges, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reported

All 23 in Vancouver →