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Roehl & Yi Investment Advisors, LLC Info

Roehl & Yi Investment Advisors, LLC info

Roehl & Yi Investment Advisors, LLC (SEC CIK 2097566) first filed with the SEC on 2026-02-17 (Form 13F-HR) and has filed 8 times since, including 7 Form 13F-HR quarterly holdings reports. It is organized in OR and registered at 450 COUNTRY CLUB RD, SUITE 200, EUGENE, OR, 97401.

  • Name: Value Roehl & Yi Investment Advisors, LLC.
  • SEC CIK: Value 2097566.
  • State of organization: Value OR.
  • Business address: Value 450 COUNTRY CLUB RD, SUITE 200, EUGENE, OR, 97401.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameRoehl & Yi Investment Advisors, LLC
SEC CIK2097566
State of organizationOR
Business address450 COUNTRY CLUB RD, SUITE 200, EUGENE, OR, 97401
Mailing address450 COUNTRY CLUB RD, SUITE 200, EUGENE, OR, 97401
Phone5416832085
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2026-02-17 (Form 13F-HR)
Latest SEC filing2026-08-18 (Form N-PX)
Filings on EDGAR8
First Form 13F-HR2026-02-17 (quarter ended 2025-12-31)
Latest Form 13F-HR2026-08-14 (quarter ended 2026-06-30)
Form 13F-HR filings7

Filings by Form

FormFilingsLatest
13F-HR72026-08-14
N-PX12026-08-18

Filings by Year

YearFilingsForm 13F-HR
202687

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