# Inman Financial Services, Inc.

> Inman Financial Services, Inc. is an SEC-registered investment advisory firm in Portland, OR, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 10, 2026.

- CRD: 297414
- Filed as: INMAN FINANCIAL SERVICES, INC.
- Also doing business as: INMAN FINANCIAL SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: April 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297414
- AdvisorCensus page: https://advisorcensus.com/firm/inman-financial-services-inc-portland-or-297414

## Quick answers

**How is Inman Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Inman Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Inman Financial Services, Inc. charge?**
Its Form ADV Part 2A brochure dated April 10, 2026 states: Flat fee: $700 to $5,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Inman Financial Services, Inc. located?**
Inman Financial Services, Inc.'s principal office is in Portland, OR, according to its Form ADV.

**Is Inman Financial Services, Inc. registered with the SEC or a state?**
Inman Financial Services, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 297414.

**How much does Inman Financial Services, Inc. manage?**
Inman Financial Services, Inc. reports $197,453,684 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (100% discretionary).

**How have Inman Financial Services, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Inman Financial Services, Inc.: Regulatory assets under management: $110,960,778 in the October 2021 data and $197,453,684 in the October 2026 data, up 78%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Inman Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (169); high net worth individuals (65); charitable organizations (3).

**Which custodians does Inman Financial Services, Inc. use?**
Inman Financial Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Inman Financial Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297414

**What changed in Inman Financial Services, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $169,624,407 to $197,453,684 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 10, 2026)

- Flat fee: $700 to $5,000 (creating client financial plans)

> The fixed rate for creating client financial plans is between $700 and $5,000. This fee is based upon an hourly rate of $150 -250/hour depending on the employee completing the work

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $197,453,684
- Discretionary: $197,453,684
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 169 | $54,443,312 |
| High net worth individuals | 65 | $137,069,472 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $5,940,900 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NH, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [inmanfinancial.com](https://inmanfinancial.com)
- [inmanfinancialservices.com](https://inmanfinancialservices.com)
- LinkedIn @inman-financial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $110,960,778 | 4 | June 28, 2021 |
| October 2022 | $140,288,976 | 4 | August 2, 2022 |
| October 2023 | $118,729,480 | 5 | July 10, 2023 |
| October 2024 | $149,525,655 | 4 | April 11, 2024 |
| October 2025 | $169,624,407 | 5 | March 11, 2025 |
| October 2026 | $197,453,684 | 5 | April 10, 2026 |

Regulatory assets under management: $110,960,778 in the October 2021 data and $197,453,684 in the October 2026 data, up 78%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $169,624,407 to $197,453,684 (+16%).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Inman Financial Services, Inc. (CRD 297414): Form ADV filing data as of October 2026.