Data / Investment advisers / Oregon / Quest Investment Management, LLC
Quest Investment Management, LLC, Lake Oswego, OR: $1.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Quest Investment Management, LLC is an SEC registered investment adviser with its main office in Lake Oswego, Oregon and reports $1.7 billion in regulatory assets under management in its Form ADV filed March 5, 2026. Its clients include pension and profit sharing plans, pooled investment vehicles and state and municipal governments. It is paid through a percentage of assets under management, fixed fees and performance based fees.
The request: Watch Quest Investment Management, LLC (CRD number 110640): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 110640
- SEC file number
- 801-23659
- SEC status
- Approved, effective March 12, 1985
- Main office
- 5 Centerpointe Dr Suite 590, Lake Oswego, OR 97035
- Phone
- (503) 221-0158
- Website
- questinvestment.com
- Regulatory AUM
- $1,709,267,441 in the Form ADV filed March 5, 2026
- Discretionary AUM
- $1,709,267,441
- Accounts
- 125
- Employees
- 9, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 11 | $961 million |
| Pooled investment vehicles | 8 | $161.2 million |
| State or municipal government entities | 1 | $111.2 million |
| Corporations or other businesses | 6 | $73.9 million |
| High net worth individuals | 36 | $65.5 million |
| Individuals (other than high net worth individuals) | 42 | $36.6 million |
| Charitable organizations | 2 | $3.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.71 billion | March 5, 2026 |
| December 1, 2025 | $1.66 billion | September 4, 2025 |
Other advisers in Lake Oswego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Northwest Capital Management Inc. | Lake Oswego | $8.52 billion | Not listed | adviserinfo.sec.gov |
| Aldrich Wealth LP | Lake Oswego | $7.62 billion | Not listed | adviserinfo.sec.gov |
| Jensen Investment Management Inc. | Lake Oswego | $6.48 billion | Not listed | adviserinfo.sec.gov |
| Human Investing | Lake Oswego | $2.22 billion | Not listed | adviserinfo.sec.gov |
| Aerodigm Wealth LLC | Lake Oswego | $1.46 billion | Not listed | adviserinfo.sec.gov |
| Cedar Mountain Advisors, LLC | Lake Oswego | $1.20 billion | Not listed | adviserinfo.sec.gov |
| CGC Financial Services | Lake Oswego | $875.8 million | Not listed | adviserinfo.sec.gov |
| Progressive Investment Management Corporation | Lake Oswego | $758.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lake Oswego, OR
- Investment advisers in Oregon
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving pooled investment vehicles
- Quest Investment Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.