Firm profile

Stancorp Investment Advisers, Inc..

PORTLAND, ORCRD 110228Latest ADV March 31, 2026

Stancorp Investment Advisers, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 31, 2026, reports $34.5B in regulatory assets under management, 81 employees, 1 office, and 96,128 accounts.

Assets Under Management
$34.5B
Employees
81
Offices
1 office
Total Clients
96,128
Primary office
PORTLAND, OR
1100 SW SIXTH AVENUE, PORTLAND, OR, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(800) 858-5420
WebsiteNot found
LinkedInNot found

Leadership

1 roles identified
CCOCharles N. Lim

Advisory services offered

4 types reported
Pension consulting services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 97.1% of total clients.
Top client categories% of clientsClients
1
Individuals
97.1%
93,316
2
Pension Plans
2.7%
2,580
3
Charitable
0.1%
141
4
Government
0.1%
91

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$34.5Bas of March 31, 2026
Discretionary100.0%
$34.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$34.5B
Total Accounts96,128
10Y AUM Change+$17.3B (+100.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees81
Clients per Employee1187:1
10Y Employee Change-17 (-17.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.