Quest Investment Management, LLC

Overview

Quest Investment Management, LLC is an SEC registered investment adviser based in Lake Oswego, OR, registered since 1985. It reports $1.7B in assets under management across 125 accounts, with 9 employees. It has 6 investment adviser representatives.

Reported AUM

$1.7B

Discretionary

100%

Accounts

125

Average account

$13.7M

Employees

9

Advisory reps

6

Registered since

1985

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• Cameron Mitchell Johnson Chief Executive Officer, Chief Compliance Officer CRD 2121034
• Kevin Montgomery Johnson Secretary, Treasurer, Senior Vice President CRD 2265788

Advisory reps 3 of 6

• Jon Patrick Bettendorf Investment Adviser Rep CRD 2985395
• Bradley Jon Carter Investment Adviser Rep CRD 4121813
• Derek Allen Ebel Investment Adviser Rep CRD 3004958

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

5 Centerpointe Dr Ste 590
Lake Oswego, OR 97035

County

Clackamas

Metro area

Portland-Vancouver-Hillsboro, OR-WA

Region

West

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: questinvestment.com

Every state, with registration dates

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