Quest Investment Management, Llc
SEC-registered
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 110640
· SEC file 801-23659
· Lake Oswego, OR
· WWW.QUESTINVESTMENT.COM
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ADV data as of Mar 05, 2026
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 125
- Avg AUM / client
- $13.7M
- Accounts
- 125
- Employees
- 9
AUM over time
$1.2B
$1.9B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 42 | $36.6M | 2.14% |
| High net worth individuals | 36 | $65.5M | 3.83% |
| Pooled investment vehicles (non-investment companies) | 8 | $161M | 9.43% |
| Pension and profit sharing plans | 11 | $961M | 56.2% |
| Charitable organizations | 2 | $3.6M | 0.21% |
| State or municipal government entities | 1 | $111M | 6.5% |
| Corporations and other businesses | 6 | $73.9M | 4.32% |
| Other | 19 | $296M | 17.3% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Wa Id Laborers Employers Pension Trust Wa Id Laborers Employers Pension Trust | Bothell, WA | 2024 |
| Oregon District Foundry Pension Plan Joint Board Of Trustees, Oregon District Foundry Pension Trust | 2024 | |
| Marine Carpenters Pension Fund Board Of Trustees, Marine Carpenters Pension Fund | 2024 | |
| Western Washington Laborers Employers Pension Plan Bot, Western Wa Laborers Employers Pension Trust | Bothell, WA | 2024 |
| Operative Plasterers Local No 82 Pension Fund Plasterer's Pension Trust | 2024 | |
| Cascade Pension Trust Money Purchase Pension Plan Board Of Trustees, Cascade Pension Trust Money | 2024 | |
| Wa State Plumbing And Pipefitting Industry Pension Plan Bot, Wa State Plumbing And Pipefitting Industry Pension Plan | 2024 | |
| Hotel Industry Ilwu Pension Plan Board Of Trustees Of The Hotel Industry Ilwu Pension Plan | 2024 | |
| Edison Pension Plan Board Of Trustees, Edison Pension Trust | Portland, OR | 2024 |
| Defined Benefit Pension Plan Of Agc Iuoe Local 701 Pension Trust Fund Board Of Trustees Agc Iuoe Local Of Agc Iuoe Local 701 Pension Trust | 2024 | |
| Shoestring Valley Holdings Retirement Plan Shoestring Valley Holdings Inc. | Portland, OR | 2024 |
| Cement Masons Employers Pension Plan Cement Masons Employers Pension Trust | 2024 | |
| Cement Masons And Plasterers Retirement Plan Board Of Trustees, Cement Masons And Plasterers Retirement Trust | 2024 | |
| Cascade Pension Trust 401(k) Plan Board Of Trustees, Cascade Pension Trust 401(k)plan | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cameron Mitchell Johnson | Ceo/Chief Compliance Officer | Feb 1985 (42y) | ≈ 25% – 56.25% via Quest Investment Management Holdings, Inc. | |
| Johnson, Monte, Leroy | Chairman | Feb 1985 (42y) | Less than 5% | |
| Johnson, Kevin, Montgomery | Secretary/Treas. Senior Vice President | Mar 1996 (30y) | ≈ 25% – 56.25% via Quest Investment Management Holdings, Inc. | |
| Bradley Jon Carter | Registered representative | CFA | May 2024 (2y) | |
| Jon Patrick Bettendorf | Registered representative | Sep 2024 (2y) | ||
| Douglas Paul Goebel | Registered representative | CFP CFA | Sep 2024 (2y) | |
| Erik Robert Wald | Registered representative | Oct 2024 (2y) | ||
| Derek Allen Ebel | Registered representative | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Quest Investment Management Holdings, Inc. | Elected Manager | Feb 2016 | A | 50% – 75% |
Undisclosed: 10% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cameron Mitchell Johnson: 50% – 75% of Quest Investment Management Holdings, Inc. × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Johnson, Kevin, Montgomery: 50% – 75% of Quest Investment Management Holdings, Inc. × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (14)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Wa Id Laborers Employers Pension Trust | Wa Id Laborers Employers Pension Trust | 2,059 | $209M | 06/01/2024 |
| Oregon District Foundry Pension Plan | Joint Board Of Trustees, Oregon District Foundry Pension Trust | 0 | $42.9M | 04/01/2024 |
| Marine Carpenters Pension Fund | Board Of Trustees, Marine Carpenters Pension Fund | 146 | $88.8M | 04/01/2024 |
| Western Washington Laborers Employers Pension Plan | Bot, Western Wa Laborers Employers Pension Trust | 10,033 | $1.5B | 01/01/2024 |
| Operative Plasterers Local No 82 Pension Fund | Plasterer's Pension Trust | 65 | $38.0M | 01/01/2024 |
| Cascade Pension Trust Money Purchase Pension Plan | Board Of Trustees, Cascade Pension Trust Money | 2,271 | $425M | 01/01/2024 |
| Wa State Plumbing And Pipefitting Industry Pension Plan | Bot, Wa State Plumbing And Pipefitting Industry Pension Plan | 5,015 | $1.3B | 01/01/2024 |
| Hotel Industry Ilwu Pension Plan | Board Of Trustees Of The Hotel Industry Ilwu Pension Plan | 6,605 | $319M | 01/01/2024 |
| Edison Pension Plan | Board Of Trustees, Edison Pension Trust | 4,749 | $1.0B | 01/01/2024 |
| Defined Benefit Pension Plan Of Agc Iuoe Local 701 Pension Trust Fund | Board Of Trustees Agc Iuoe Local Of Agc Iuoe Local 701 Pension Trust | 1,882 | $358M | 01/01/2024 |
| Shoestring Valley Holdings Retirement Plan | Shoestring Valley Holdings Inc. | 416 | $101M | 01/01/2024 |
| Cement Masons Employers Pension Plan | Cement Masons Employers Pension Trust | 425 | $123M | 01/01/2024 |
| Cement Masons And Plasterers Retirement Plan | Board Of Trustees, Cement Masons And Plasterers Retirement Trust | 1,419 | $455M | 01/01/2024 |
| Cascade Pension Trust 401(k) Plan | Board Of Trustees, Cascade Pension Trust 401(k)plan | 467 | $69.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗