M Holdings Securities, 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 $3.2B in regulatory assets under management, 1,442 employees, 105 offices, and 8,115 accounts.
Assets Under Management
$3.2B
Employees
1,442
Offices
105 offices
Total Clients
4,513
Primary office
PORTLAND, OR
1125 N.W. COUCH STREET, SUITE 900, PORTLAND, OR, United States
Top client segmentIndividuals represent 95.1% of total clients.
Top client categories% of clientsClients
1
Individuals
95.1%
4,290
2
Corporations
2.9%
130
3
HNWI
1.7%
78
4
Pension Plans
0.3%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.2Bas of March 31, 2026
Discretionary61.5%
$2.0B
61% of total RAUM61.5%
Non-discretionary38.5%
$1.2B
39% of total RAUM38.5%
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.
Latest AUM$3.2B
Total Accounts8,115
10Y AUM Change+$1.7B (+111.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,442
Clients per Employee3:1
10Y Employee Change+1,272 (+748.2%)
* 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.