Cascade Investment Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$350,003,791
Clients
580
Advisors
4
of 6 employees
About
Cascade Investment Group provides advisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities. The firm offers portfolio management through its Portfolio Freedom Account program, pension consulting and IPS preparation, and standalone financial planning and consulting services.
CIGI manages accounts on a discretionary and non-discretionary basis and implements strategies using fundamental, technical, and charting analysis, as well as mutual funds, ETFs, alternative investments and defined‑outcome products. The firm may use SMA/TAMP platforms, permits borrowing in certain managed accounts (margin), and offers educational workshops and participant communications for retirement plan clients.
CIGI is majority‑owned by a regional bank, is dually registered as a broker‑dealer with registered representatives who are licensed to sell insurance products, and maintains a clearing relationship for execution and custody, all of which the firm discloses as potential conflicts of interest. The brochure also discloses a 2021 SEC censure related to mutual fund share‑class selection and describes procedures the firm uses to mitigate conflicts arising from its affiliations and additional compensation arrangements.
Client services
Occupation focus
Fee options
Flat fee for Pension Consulting plans without assets, negotiable, not to exceed $2,500
$0 - $250,000: 2.50% Over $250,000 - $500,000: 2.00% Over $500,000 - $1,000,000: 1.50% Over $1,000,000 - Negotiable: Negotiable
Broker-dealer commissions may be charged on securities transactions
Financial Planning fees charged hourly at up to $495 per hour
Minimum fee: Negotiable minimum annual fee not to exceed $2,500 for Pension Consulting service Fee-only: Financial Planning fees charged hourly at up to $495 per hour
Main office
444 E. Pikes Peak Avenue, Suite 200
Colorado Springs CO 80903
Advisors at this office
4
Most active in
Alabama · Arizona · California · Colorado · Florida · Illinois · Nebraska · New Hampshire · New Mexico · North Carolina · Texas
Also doing business as
Bjr & Associates, Inc · Cascade Investment Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Fermin P
Series 63, Series 65
Colorado Springs, CO
Cascade Investment Group, Inc.
Fermin Padilla is a financial advisor at Cascade Investment Group, Inc. in Colorado Springs, CO, with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. from 2013 to 2019. Cascade Investment Group, Inc. serves individual clients, pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities, offering portfolio management, financial planning, and related advisory services. The firm employs a blend of fundamental, technical, and charting analysis combined with asset allocation and manager selection, managing accounts through discretionary or non-discretionary programs.
Robert W
CFP®, Series 66
Colorado Springs, CO
Cascade Investment Group, Inc.
Robert Wrubel is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with Cascade Investment Group, Inc. since 2007. Wrubel serves as a voting board member on the Eastern Colorado Bank Advisory Board. Cascade Investment Group, Inc. provides portfolio management, financial planning, and advisory services to individuals, pension plans, charitable organizations, trusts, estates, and businesses. The firm uses a combination of fundamental, technical, and charting analysis alongside asset allocation and manager selection, offering a range of investment products including mutual funds, ETFs, alternatives, and cryptocurrency.
Kenneth B
Series 63, Series 65
Colorado Springs, CO
Cascade Investment Group, Inc.
Kenneth Beach is a financial advisor with Cascade Investment Group, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Cascade Investment Group since 1996. Cascade Investment Group serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities. The firm combines fundamental, technical, and charting analysis with asset allocation and manager selection, managing portfolios on both discretionary and non-discretionary bases and offering a range of investment products including mutual funds, ETFs, alternative investments, and cryptocurrency.
Theresa B
Series 66
Colorado Springs, CO
Cascade Investment Group, Inc.
Theresa Brock is a financial advisor at Cascade Investment Group, Inc. in Colorado Springs, CO, holding a Series 66 designation with 13 years of industry experience. She has been with Cascade Investment Group since 2010. Cascade Investment Group, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities, offering portfolio management, financial planning, and related advisory services. The firm employs a blend of fundamental, technical, and charting analysis alongside asset allocation and manager selection, managing accounts through discretionary and non-discretionary programs.
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