Deschutes Investment Consulting, Llc
- Regulatory AUM
- $2.9B
- Discretionary
- $598M
- Clients
- 493
- Avg AUM / client
- $5.9M
- Accounts
- 498
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 250 | $77.3M | 2.68% |
| High net worth individuals | 153 | $403M | 14.0% |
| Pension and profit sharing plans | 82 | $2.2B | 76.4% |
| Charitable organizations | Fewer than 5 clients | $5.7M | 0.2% |
| State or municipal government entities | Fewer than 5 clients | $83.7M | 2.9% |
| Insurance companies | Fewer than 5 clients | $11.2M | 0.39% |
| Corporations and other businesses | 8 | $101M | 3.48% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Umpqua Community Health Center Inc 403(b) Retirement Savings Plan Umpqua Community Health Center Inc Dba Aviva Health | 2024 | |
| The Ulven Companies 401(k) Plan The Ulven Companies | 2024 | |
| 403(b) Thrift Plan For Girl Scouts Of Oregon And Southwest Washington, Inc. Girl Scouts Of Oregon And Southwest Washington, Inc. | 2024 | |
| Mosaic Community Health 401(k) Ps Plan And Trust Mosaic Community Health | 2024 | |
| Oregon Catholic Press 403(b) Plan Oregon Catholic Press | 2024 | |
| Northwest Energy Efficiency Alliance Retirement Plan Northwest Energy Efficiency Alliance, Inc. | 2024 | |
| Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan Mitchell Lewis & Staver Co. | 2024 | |
| Income Property Management Employees Savings Trust Income Property Management, Co. | 2024 | |
| Rain The Growth Agency Group Retirement Plan Rain The Growth Agency | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Macgregor Bruce Hall | Owner/Chief Compliance Officer | Sep 2010 (16y) | 75% or more | |
| Carl Von Hoffmann Burnham | Registered representative | Chartered Financial Consultant | Jul 2013 (13y) | |
| Laura Jean Fallon Burns | Registered representative | CFP | Nov 2013 (13y) | |
| Timothy John Cooper | Registered representative | Sep 2014 (12y) | ||
| Philip Glenn Sherman | Registered representative | CFP | Mar 2020 (6y) | |
| Jonathan Kyle Metz | Registered representative | Apr 2022 (4y) | ||
| Aaron M Buechel | Registered representative | CFP | Jan 2025 (2y) | |
| Scott Kemper Agnew | Registered representative | Dec 2025 (1y) | ||
| Timothy Paul Foley | Registered representative | Jan 2026 (1y) | ||
| John J Ballantyne | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (9)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Umpqua Community Health Center Inc 403(b) Retirement Savings Plan | Umpqua Community Health Center Inc Dba Aviva Health | 330 | $9.3M | 07/01/2024 |
| The Ulven Companies 401(k) Plan | The Ulven Companies | 76 | $7.1M | 01/01/2024 |
| 403(b) Thrift Plan For Girl Scouts Of Oregon And Southwest Washington, Inc. | Girl Scouts Of Oregon And Southwest Washington, Inc. | 92 | $5.0M | 01/01/2024 |
| Mosaic Community Health 401(k) Ps Plan And Trust | Mosaic Community Health | 445 | $30.5M | 01/01/2024 |
| Oregon Catholic Press 403(b) Plan | Oregon Catholic Press | 140 | $27.8M | 01/01/2024 |
| Northwest Energy Efficiency Alliance Retirement Plan | Northwest Energy Efficiency Alliance, Inc. | 104 | $25.5M | 01/01/2024 |
| Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan | Mitchell Lewis & Staver Co. | 176 | $12.2M | 01/01/2024 |
| Income Property Management Employees Savings Trust | Income Property Management, Co. | 450 | $7.2M | 01/01/2024 |
| Rain The Growth Agency Group Retirement Plan | Rain The Growth Agency | 230 | $46.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 952 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
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Trust Company $1.2B (42% of AUM) Mar 2026
- Merrill Lynch $1.0B (41% of AUM) Jan 2026
- Charles Schwab & Co. $969M (34% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗