{"url":"https://nivawealth.com/firms/portland-financial-advisors-127371","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/127371","regulatoryAum":105846846,"crd":"127371","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4673290","suffix":null,"lastName":"MARKIZ","firstName":"GABRIEL","middleName":"J."}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-29","regulatoryAum":75287017,"clients":46,"employees":1,"offices":2},{"filedOn":"2022-03-29","regulatoryAum":94436044,"clients":44,"employees":1,"offices":2},{"filedOn":"2023-03-29","regulatoryAum":81730973,"clients":48,"employees":1,"offices":2},{"filedOn":"2024-03-22","regulatoryAum":92338399,"clients":46,"employees":1,"offices":2},{"filedOn":"2025-03-25","regulatoryAum":105673722,"clients":45,"employees":1,"offices":2},{"filedOn":"2026-04-01","regulatoryAum":105846846,"clients":45,"employees":2,"offices":2}],"secFileNumber":"801-115289","legalName":"Portland 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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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Portland Financial Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Portland Financial Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Portland Financial Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Portland Financial Advisors have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Portland Financial Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Portland Financial Advisors get paid?","answer":"Portland Financial Advisors is paid through hourly charges and fixed fees. 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