Cls Financial Advisors, 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 12, 2026, reports $192M in regulatory assets under management, 5 employees, 2 offices, and 329 accounts.
Assets Under Management
$192M
Employees
5
Offices
2 offices
Total Clients
87
Primary office
PORTLAND, OR
9700 SW CAPITOL HWY, SUITE 285, PORTLAND, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.6% of total clients.
Top client categories% of clientsClients
1
HNWI
50.6%
44
2
Individuals
49.4%
43
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$192Mas of March 12, 2026
Discretionary89.6%
$172M
90% of total RAUM89.6%
Non-discretionary10.4%
$20M
10% of total RAUM10.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$192M
Total Accounts329
10Y AUM Change+$79M (+70.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee17:1
10Y Employee Change0 (0.0%)
* 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.