Portland Financial Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 11–25 clients last fiscal year.
Portland Financial Advisors reports 45 clients. They include 33 high-net-worth individuals and 12 individual clients. Of its assets, 100.0% ($106M across 169 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 27% | 8% |
| High-net-worth individuals | 73% | 91% |
| Charitable organizations | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 12 | $8.72M | 8.2% | $727K |
| High-net-worth individuals | 33 | $95.9M | 90.6% | $2.91M |
| Charitable organizations | Fewer than 5 | $1.25M | 1.2% | — |
| Total | 45 | $106M | 100% | — |
- Clients
- 12
- Regulatory AUM
- $8.72M
- AUM share
- 8.2%
- Avg. per client
- $727K
- Clients
- 33
- Regulatory AUM
- $95.9M
- AUM share
- 90.6%
- Avg. per client
- $2.91M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.25M
- AUM share
- 1.2%
- Avg. per client
- —
Total
- Clients
- 45
- Regulatory AUM
- $106M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Portland Financial Advisors charges up to 2.00% a year for its Wealth Management Service. The fee is billed in advance, is negotiable and requires an account of at least $500,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed at $400 per hour plus pre-approved out-of-pocket expenses.
Gabriel Markiz owns 75% or more of Portland Financial Advisors. The leadership team of Portland Financial Advisors includes President Gabriel Markiz. It has 2 employees, 1 of them in advisory roles.
Leadership
Gabriel MarkizPresident, Chief Compliance Officer- Randi Alberts-MarkizSecretary/Treasurer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Portland Financial Advisors Inc
Gabriel Markiz
Control person · since October 2007
- Owns 10% to 25% of Portland Financial Advisors Inc
Randi Alberts-Markiz
Control person · since January 2019
Portland Financial Advisors’ regulatory assets grew from $75.3M (March 2021) to $106M (April 2026); clients were 45 in both filings and employees rose from 1 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $106M | 45 | 2 | 2 |
| March 2025 | $106M | 45 | 1 | 2 |
| March 2024 | $92.3M | 46 | 1 | 2 |
| March 2023 | $81.7M | 48 | 1 | 2 |
| March 2022 | $94.4M | 44 | 1 | 2 |
| March 2021 | $75.3M | 46 | 1 | 2 |
Besides its headquarters, Portland Financial Advisors has 1 office, with 2 listed addresses in Oregon.
Oregon · 1 listed address
- 4949 Meadows Road, Lake Oswego
Contact and registration details
- Legal name
- Portland Financial Advisors Inc
- Headquarters
- Not reported
- Website
- markizwealth.com
- Phone
- 503-805-3485
- SEC file
- 801-115289
- Structure
- Oregon corporation
- Fiscal year end
- December
Portland Financial Advisors uses Charles Schwab ($106M) as custodian for its separately managed accounts. Portland Financial Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $106M100%
At year end, Portland Financial Advisors’ separately managed accounts were mostly in funds (87%) and stocks (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $54.8M across 89 positions; the largest are Vanguard Index Fds (4.9%), Wisdomtree TR (4.7%) and iShares TR (4.3%).
What the accounts hold
- Stocks10%
- Funds87%
- Cash3%
Reported 13F holdings
- $54.8M
- Reported 13F value
- 89
- Positions
- 35.7%
- In the 10 largest
- —
- Value vs. prior quarter
- Vanguard Index Fds · Mid Cap ETF4.9%
- Wisdomtree TR · Floatng Rat Trea4.7%
- iShares TR · 0-5 YR Tips ETF4.3%
- Omega Healthcare Invs Inc.4.2%
- State Str SPDR S&P 500 ETF T · TR Unit4.0%
- Vanguard Whitehall Fds · High Div Yld3.2%
- SPDR Series Trust · ST Shor Corp. ETF3.1%
- iShares Inc. · MSCI Gbl Min Vol2.5%
- SPDR Series Trust · ST Str Rate ETF2.4%
- iShares TR · Core S&P500 ETF2.4%
Together, the ten largest are 35.7% of reported value.
How many clients does Portland Financial Advisors have?
Portland Financial Advisors has 45 clients and manages $106 million for them, as of April 2026. They include 33 high-net-worth individuals and 12 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026
What services does Portland Financial Advisors offer?
Portland Financial Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Portland Financial Advisors charge?
Portland Financial Advisors charges up to 2.00% a year for its Wealth Management Service. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Source: MARKIZ WEALTH MANAGEMENT ADV PART 2A, filed 1 April 2026
Which custodians does Portland Financial Advisors use?
Portland Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $106M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026
How many financial advisors does Portland Financial Advisors have?
Portland Financial Advisors has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Portland Financial Advisors invest in?
At the end of its last fiscal year, Portland Financial Advisors’ separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Portland Financial Advisors have a minimum investment?
Yes, Portland Financial Advisors’ minimum account size for its Wealth Management Service is $500K.
Source: MARKIZ WEALTH MANAGEMENT ADV PART 2A, filed 1 April 2026
Who owns Portland Financial Advisors?
Portland Financial Advisors’ direct owners are Gabriel Markiz (75% or more) and Randi Alberts-Markiz (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 April 2026
How does Portland Financial Advisors get paid?
Portland Financial Advisors is paid through hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Portland Financial Advisors registered with the SEC?
Yes, Portland Financial Advisors has been registered with the SEC as an investment adviser since 15 May 2019. Its CRD number is 127371 and its SEC file number is 801-115289.
Source: Form ADV Part 1A, Item 1, filed 1 April 2026; IAPD firm record
How do I contact Portland Financial Advisors?
Its phone number is 503-805-3485. Its website is markizwealth.com.