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Roehl & Sittner Investment Advisors LLC (Eugene)


Roehl & Sittner Investment Advisors LLC is a large advisory firm based in Eugene. It manages $289.35 million of regulatory assets for 655 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Oregon, and Washington.




Roehl & Sittner Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Roehl & Sittner Investment Advisors: assets under management

The assets under management (AUM) of Roehl & Sittner Investment Advisors LLC is $289.35 million. The firm's AUM has grown by 173% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $182.3 million in discretionary accounts and $107.05 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $322.08 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.2 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Roehl & Sittner Investment Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Eugene

The principal office where Roehl & Sittner Investment Advisors LLC performs its advisory services is located at 450 Country Club Road, Eugene, OR 97401 The mailing address of the firm is Po Box 11810, Eugene, OR 97440. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 541-683-2085 or by fax 541-683-6357. The normal business hours are 7:30 am to 5:00 pm on Monday - Friday.


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