SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Inman Financial Services, Inc.
Portland, OR
CRD 297414
Firm filing updated April 10, 2026 ·
- $197.5MAssets
- 3Advisory staff
- 625Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals169
- High net worth individuals65
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 169 | $54.4 million |
| High net worth individuals | 65 | $137.1 million |
| Charitable organizations | Fewer than 5 clients | $5.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$197.5 million
- Accounts625
- DiscretionaryAll accounts
People
- Employees5
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients11 to 25
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 297414, SEC file 801-120660.
- Registered with the SEC as an investment advisor (status date on record: March 31, 2021).
Is Inman Financial Services, Inc. a fiduciary?
Short answer: Inman Financial Services, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents, the firm is itself an insurance broker or agent and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.