M Financial Investment Advisers Inc
● SEC registered since 1995CRD 106648SEC# 801-50553Portland, OR
Reg. AUM
$1.01B
Employees
3
Accounts
4
Location
Portland, OR
M Financial Investment Advisers Inc assets under management
M Financial Investment Advisers Inc is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 1995. It reports $1 billion in regulatory assets under management and employs 3 people.
M Financial Investment Advisers Inc owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl James Peterson Control | Director | Under 5% | 2018 |
| James David Kaplan Control | Director | Under 5% | 2021 |
| James Robert Nash Control | Chief Compliance Officer | Under 5% | 2025 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does M Financial Investment Advisers Inc manage?
M Financial Investment Advisers Inc reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does M Financial Investment Advisers Inc have?
M Financial Investment Advisers Inc reports 3 employees.
Where is M Financial Investment Advisers Inc located?
M Financial Investment Advisers Inc is based in Portland, OR and has been SEC-registered since 1995.
Does M Financial Investment Advisers Inc disclose fund performance?
M Financial Investment Advisers Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | M Financial Plaza, 1125 NW Couch Street, Suite 900, Portland, OR 97209 |
| Phone | 503-232-6960 |
| Fax | 503-238-1621 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.01B▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$1.01Bregulatory AUM
Discretionary $1.01B