Stancorp Investment Advisers, Inc.
● SEC registered since 2000CRD 110228SEC# 801-57811Portland, OR
Reg. AUM
$34.5B
Employees
81
Accounts
96,128
Location
Portland, OR
Stancorp Investment Advisers, Inc. assets under management
Stancorp Investment Advisers, Inc. is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2000. It reports $34.5 billion in regulatory assets under management and employs 81 people.
Stancorp Investment Advisers, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Nmn Lim Control | Chief Compliance Officer | Under 5% | 2021 |
| Gary Lee Werkman Control | Vice President | Under 5% | 2022 |
| James Pei-Yuen Huang Control | Secretary | Under 5% | 2021 |
| Maria Esmeralda Gonzalez Control | President | Under 5% | 2020 |
| Stancorp Financial Group, Inc. Control | Owner | Over 75% | 2000 |
| Thomas Ray Simpson Control | Vice President & Treasurer | Under 5% | 2020 |
Frequently asked questions
How much does Stancorp Investment Advisers, Inc. manage?
Stancorp Investment Advisers, Inc. reports $34.5 billion in regulatory assets under management on its Form ADV.
How many employees does Stancorp Investment Advisers, Inc. have?
Stancorp Investment Advisers, Inc. reports 81 employees.
Where is Stancorp Investment Advisers, Inc. located?
Stancorp Investment Advisers, Inc. is based in Portland, OR and has been SEC-registered since 2000.
Does Stancorp Investment Advisers, Inc. disclose fund performance?
Stancorp 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 | 1100 SW Sixth Avenue, Portland, OR 97204 |
| Phone | 800-858-5420 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1120079 |
| Discloses disciplinary history | No |
Regulatory AUM
$34.5B▲ 3%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,306 advisers
EmployeesTop 8%
More than 92% of 16,824 advisers
Assets under management
$34.5Bregulatory AUM
Discretionary $34.5B