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SA

Scott K. Agnew

DESCHUTES INVESTMENT CONSULTING
BEND, OR
Some features on this profile are disabled
CRD#: 2405340
SA

Professional summary

Scott Kemper Agnew is a registered financial advisor currently at DESCHUTES INVESTMENT CONSULTING, LLC located in Bend, Oregon.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Scott has worked at 3 firms and has passed the Series 65, Series 63, Series 2 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Kemper Agnew's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 17, 2025 - Present

DESCHUTES INVESTMENT CONSULTING, LLC

Office #2: 300 Sw Columbia Street, Suite 101, Bend, OR 97702
RIA
CRD#: 155312
BEND, OR
Past

November 8, 2004 - January 29, 2026

ASCENT CAPITAL

RIA
CRD#: 131423
BEND, OR
Past

October 25, 1993 - October 3, 1995

CRABBE HUSON SECURITIES, INC.

BD
CRD#: 13389
PORTLAND, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DI
DESCHUTES INVESTMENT CONSULTING, LLC
DESCHUTES INVESTMENT CONSULTING, LLC

CRD#: 155312 / SEC#: 801-72021

RIA
Registered Investment Advisory firm - (1/3/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oregon
(12/17/2025)
IAR
Texas
(12/17/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/28/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/22/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 2
Date: 6/28/1994
Non-Member General Securities Examination
General Industry/Product Exam
RR
Series 6
Date: 10/22/1993
Investment Company Products/Variable Contracts Representative Examination

Current Firm

DI
DESCHUTES INVESTMENT CONSULTING, LLC
DESCHUTES INVESTMENT CONSULTING, LLC

CRD#: 155312 / SEC#: 801-72021

RIA
Registered Investment Advisory firm - (1/3/2011 Approved)
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Contact information

Main Address
200 Sw Market Street Suite 550, Portland, OR 97201
Mailing Address
Phone number
(503) 224-3700
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DESCHUTES INVESTMENT CONSULTING, LLC FORM ADV PART 2 FOR INSTITUTIONS (2/26/2025)
DESCHUTES INVESTMENT CONSULTING, LLC FORM ADV PART 2 FOR INDIVIDUALS (2/26/2025)

Regulatory assets under management

Total Number of Accounts340
AUM (Assets Under Management)$ 2,474,201,625

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DESCHUTES INVESTMENT CONSULTING, LLC

CRD#: 155312Bend, OR

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