Clients
Stancorp Investment Advisers serves 96,128 clients, 93,316 of them individuals. The average client has about $359,000 with the firm.
- Individuals93,316 clients14%
- Pension and profit-sharing plans2,580 clients80%
- Charitable organizations141 clients4%
- State or municipal government entities91 clients2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 93,316 | $4,997,438,491 | 14.5% | $54K |
| Pension and profit-sharing plans | 2,580 | $27,543,606,598 | 79.8% | $10.7M |
| Charitable organizations | 141 | $1,232,863,754 | 3.6% | $8.74M |
| State or municipal government entities | 91 | $727,005,983 | 2.1% | $7.99M |
| Total | 96,128 | $34,500,914,826 | 100% | $359K |
- Clients
- 93,316
- Regulatory AUM
- $4,997,438,491
- Share
- 14.5%
- Avg. per client
- $54K
- Clients
- 2,580
- Regulatory AUM
- $27,543,606,598
- Share
- 79.8%
- Avg. per client
- $10.7M
- Clients
- 141
- Regulatory AUM
- $1,232,863,754
- Share
- 3.6%
- Avg. per client
- $8.74M
- Clients
- 91
- Regulatory AUM
- $727,005,983
- Share
- 2.1%
- Avg. per client
- $7.99M
Total
- Clients
- 96,128
- Regulatory AUM
- $34,500,914,826
- Share
- 100%
- Avg. per client
- $359K
What it does
Stancorp Investment Advisers provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and pension consulting. It is paid through a percentage of assets, fixed fees and other arrangements.
Stancorp Investment Advisers provided financial planning to 0 clients last fiscal year and advises no private funds.
100.0% of assets ($34.50B across 96,128 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
The filed percentages total 101%. The values below are shown as filed.
- Securities issued by registered investment companies or business development companies
- 86%
- Securities issued by pooled investment vehicles (other than registered investment companies)
- 4%
- Cash and cash equivalents
- 1%
- Other (Stable Value Funds)
- 10%
Custodians
Stancorp Investment Advisers’ client accounts are held mainly at Reliance Trust, with 14% of managed assets, and Charles Schwab, with 7%. Stancorp Investment Advisers has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $2.56B7%
- Reliance TrustReliance Trust Company · Atlanta, GA · $4.93B14%
- All other custodians$27.02B78%
Ownership and leadership
Stancorp Financial Group, Inc. owns 75% or more of Stancorp Investment Advisers.
- Owns 75% or more of Stancorp Investment Advisers, Inc.
Stancorp Financial Group, Inc.
Control person · since May 2000
Leadership
- Maria GonzalezPresident
- Thomas SimpsonVice President & Treasurer
- Gary WerkmanVice President
- Charles LimChief Compliance Officer
- James HuangSecretary
Staff
- 81 employees
- 12 in advisory functions
- 76 state-registered reps
- 72 broker-dealer reps
- 29 insurance agents
Fees
Stancorp Investment Advisers is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other.
Stancorp Investment Advisers’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Stancorp Investment Advisers has 1 office, with 2 listed addresses in 1 state.
Oregon · 2 listed addresses
- 1100 SW Sixth Avenue, PortlandHQ
- 900 SW 5th Avenue, Portland
Other business names
Stancorp Investment Advisers has reported 1 other business name to the SEC.
- The Standard
Registration details
- Legal name
- Stancorp Investment Advisers, Inc.
- Headquarters
- 1100 SW Sixth Avenue, Portland, OR 97204
- Phone
- 800-858-5420
- Website
- Not reported
- SEC file
- 801-57811
- Structure
- Oregon corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Stancorp Investment Advisers have?
Stancorp Investment Advisers has 96,128 clients and manages $34.5 billion for them, as of March 2026. They include 93,316 individuals, 2,580 pension and profit-sharing plans and 141 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Stancorp Investment Advisers offer?
Stancorp Investment Advisers provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Stancorp Investment Advisers use?
Stancorp Investment Advisers’ separately managed account assets are held at Reliance Trust Company (Atlanta, GA), with $4,926,882,003 and Charles Schwab & Co., Inc. (San Francisco, CA), with $2,557,900,117. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Stancorp Investment Advisers have?
Stancorp Investment Advisers has 76 investment adviser representatives registered with state securities authorities, out of 81 employees, and 12 perform investment advisory functions. 72 are registered representatives of a broker-dealer and 29 are 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 Stancorp Investment Advisers invest in?
At the end of its last fiscal year, Stancorp Investment Advisers’ separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 10% stable value funds, 4% pooled vehicles (private funds and similar) and 1% cash and equivalents. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stancorp Investment Advisers?
Stancorp Investment Advisers’ direct owner is Stancorp Financial Group, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Stancorp Investment Advisers get paid?
Stancorp Investment Advisers is paid through a percentage of assets under management, fixed fees and other arrangements. 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