Data / Investment advisers / Oregon / Physician Family Financial Advisors Inc
Physician Family Financial Advisors Inc, Beaverton, OR: $285 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Physician Family Financial Advisors Inc is an SEC registered investment adviser with its main office in Beaverton, Oregon and reports $285 million in regulatory assets under management in its Form ADV filed October 28, 2026. Its clients include high net worth individuals and individuals. It is paid through fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 138433
- SEC file number
- 801-117856
- SEC status
- Approved, effective January 2, 2020
- Main office
- 9450 SW Gemini Dr PMB 52736, Beaverton, OR 97008
- Phone
- (541) 463-0899
- Regulatory AUM
- $284,854,509 in the Form ADV filed October 28, 2026
- Discretionary AUM
- $284,854,509
- Accounts
- 639
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- fixed fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 160 | $261.6 million |
| Individuals (other than high net worth individuals) | 216 | $23.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $284.9 million | February 5, 2026 |
| December 1, 2025 | $228.7 million | November 13, 2025 |
Other advisers in Oregon
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tru Independence Asset Management, LLC | Portland | $336.9 million | Not listed | adviserinfo.sec.gov |
| Fidelis IM | Medford | $306.1 million | Not listed | adviserinfo.sec.gov |
| Integrity Wealth LLC | Eugene | $304.8 million | Not listed | adviserinfo.sec.gov |
| Stangier Wealth Management | Clackamas | $300.4 million | Not listed | adviserinfo.sec.gov |
| Martin Capital Partners, LLC | Eugene | $290.5 million | Not listed | adviserinfo.sec.gov |
| Capital Financial Planners | Salem | $284.8 million | Not listed | adviserinfo.sec.gov |
| Vergepointe Wealth Management, LLC | Lake Oswego | $283.3 million | Not listed | adviserinfo.sec.gov |
| Spectrum Strategic Capital Management, LLC | Corvallis | $275.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oregon
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Physician Family Financial Advisors Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.