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.
Stancorp Investment Advisers, Inc.
Portland, OR
CRD 110228
Firm filing updated March 31, 2026 ·
- $34.5BAssets
- 96,128Clients
- 12Advisory staff
- 96,128Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals93,316
- Pension and profit sharing plans2,580
- Charities141
- State or municipal government entities (including government pension plans)91
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 93,316 | $5.0 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2,580 | $27.5 billion |
| Charitable organizations | 141 | $1.2 billion |
| State or municipal government entities (including government pension plans) | 91 | $727.0 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Pension consulting services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Assets and accounts
- Regulatory assets$34.5 billion
- Accounts96,128
- DiscretionaryAll accounts
People
- Employees81
- Advisory staff12
- Broker-dealer reps72
- Licensed insurance agents29
- Planning clients0
Advisors
51 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 110228, SEC file 801-57811.
- Registered with the SEC as an investment advisor (status date on record: July 31, 2000).
Is Stancorp Investment Advisers, Inc. a fiduciary?
Short answer: Stancorp Investment Advisers, 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.'
Some of the firm's people may also act for a broker-dealer: 72 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
29 staff are licensed insurance agents 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.