Inman Financial Services, Inc.
● SEC registered since 2021CRD 297414SEC# 801-120660Portland, OR
Reg. AUM
$197.5M
Employees
5
Accounts
625
Location
Portland, OR
Inman Financial Services, Inc. assets under management
Inman Financial Services, Inc. operates as an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2021. It reports $197.5 million in regulatory assets under management and employs 5 people.
Inman Financial Services, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Stuart Inman Control | President | 50-75% | 1992 |
| Megan Miller Control | Chief Compliance Officer | Under 5% | 2023 |
| Micah Everett Dorr | Financial Advisor | 25-50% | 2020 |
Frequently asked questions
How much does Inman Financial Services, Inc. manage?
Inman Financial Services, Inc. reports $197.5 million in regulatory assets under management on its Form ADV.
How many employees does Inman Financial Services, Inc. have?
Inman Financial Services, Inc. reports 5 employees.
Where is Inman Financial Services, Inc. located?
Inman Financial Services, Inc. is based in Portland, OR and has been SEC-registered since 2021.
Does Inman Financial Services, Inc. disclose fund performance?
Inman Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12703 SW 67th Avenue, Portland, OR 97223 |
| Phone | (503) 906-2650 |
| Fax | (503) 512-5829 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$197.5M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$197.5Mregulatory AUM
Discretionary $197.5M