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Stancorp Investment Advisers, Inc.

● SEC registered since 2000CRD 110228SEC# 801-57811Portland, OR
Export (members)
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
NameTitleOwnershipSince
Charles Nmn Lim ControlChief Compliance OfficerUnder 5%2021
Gary Lee Werkman ControlVice PresidentUnder 5%2022
James Pei-Yuen Huang ControlSecretaryUnder 5%2021
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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

Address1100 SW Sixth Avenue, Portland, OR 97204
Phone800-858-5420
Office hours8:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1120079
Discloses disciplinary historyNo

Regulatory AUM

$34.5B▲ 3%
Mar '25 — $33.59BApr '25 — $33.59BMay '25 — $33.59BJun '25 — $33.59BJul '25 — $33.59BAug '25 — $33.59BSep '25 — $33.59BOct '25 — $33.59BNov '25 — $33.59BDec '25 — $33.59BJan '26 — $33.59BFeb '26 — $33.59BMar '26 — $34.5BApr '26 — $34.5BMay '26 — $34.5BJun '26 — $34.5B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers

Assets under management

$34.5Bregulatory AUM
Discretionary $34.5B