Roehl & Yi Investment Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

109258

SEC number

801-56145

Firm type

RIA

Assets under management

$959.4M as of Mar 20, 2026

Website

www.roehl-yi.com ↗

Phone

541-683-2085

Address

450 Country Club Road, Eugene, OR, 97401

Advisors at this firm

12 in our index · page 1 of 1

• Stephen Douglas AllenCRD 7432153 · Eugene, OR
  IA Registered
• Nathan Robert CabucoCRD 7994410 · Eugene, OR
  IA Registered
• Andrew Glenn CollegeCRD 7710998 · Eugene, OR
  IA Registered
• Zachary Steven DaegesCRD 5476703 · Portland, OR
  IA Registered
• Shannon Lee GrantCRD 717896 · Eugene, OR
  IA Registered
• Rene Israel Jaramillo MariscalCRD 8265688 · Eugene, OR
  IA Registered
• Sarah Ryan MellgrenCRD 5957002 · Eugene, OR
  IA Registered
• Thomas Henry RoehlCRD 1056108 · Eugene, OR
  IA Registered
  Disclosure event(s) on record
• Annaliese Renate Kelly RuizCRD 7635095 · Eugene, OR
  IA Registered
• Monica Vaughn FisherCRD 8203115 · Eugene, OR
  IA Registered
• Jayman Frank YiCRD 3074957 · Eugene, OR
  IA Registered
• Mason Davis YoungCRD 7845833 · Eugene, OR
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.