Tschetter Group

Overview

Tschetter Group is an SEC registered investment adviser based in Bellevue, WA, registered since 2019. It reports $2.4B in assets under management across 1,558 accounts, with 24 employees. It has 15 investment adviser representatives.

Reported AUM

$2.4B

Discretionary

98%

Accounts

1,558

Average account

$1.5M

Employees

24

Advisory reps

15

Registered since

2019

Jurisdictions

7

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Dustin Loyal Brumbaugh Chief Executive Officer, Chief Investment Officer CRD 4351924
• David William Tschetter President CRD 6027955
• Richard William Tschetter Chairman CRD 449937

1 more executive officer, with direct contact details

Advisory reps 3 of 15

• John Robinson Bosworth Investment Adviser Rep CRD 8110585
• Dustin Loyal Brumbaugh Investment Adviser Rep CRD 4351924
• Daniel S Costello Investment Adviser Rep CRD 5948195

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

Location

Headquarters

2155 112th Ave NE
Bellevue, WA 98004

County

King

Metro area

Seattle-Tacoma-Bellevue, WA

Region

West

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: tschettergroup.com

Every state, with registration dates

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