# Physician Family Financial Advisors Inc

> Physician Family Financial Advisors Inc is an SEC-registered investment advisory firm in Beaverton, OR, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.

- CRD: 138433
- Filed as: PHYSICIAN FAMILY FINANCIAL ADVISORS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beaverton, OR
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/138433
- AdvisorCensus page: https://advisorcensus.com/firm/physician-family-financial-advisors-inc-beaverton-or-138433

## Quick answers

**How is Physician Family Financial Advisors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Physician Family Financial Advisors Inc reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Physician Family Financial Advisors Inc located?**
Physician Family Financial Advisors Inc's principal office is in Beaverton, OR, according to its Form ADV.

**Is Physician Family Financial Advisors Inc registered with the SEC or a state?**
Physician Family Financial Advisors Inc is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 138433.

**How much does Physician Family Financial Advisors Inc manage?**
Physician Family Financial Advisors Inc reports $284,854,509 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (100% discretionary).

**How have Physician Family Financial Advisors Inc's assets and staff changed since 2021?**
In the Form ADV data for Physician Family Financial Advisors Inc: Regulatory assets under management: $120,744,000 in the October 2021 data and $284,854,509 in the October 2026 data, up 136%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Physician Family Financial Advisors Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (216); high net worth individuals (160).

**Which custodians does Physician Family Financial Advisors Inc use?**
Physician Family Financial Advisors Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Betterment Securities as a custodian holding 10% or more of its separately managed account assets.

**Does Physician Family Financial Advisors Inc report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/138433

**What changed in Physician Family Financial Advisors Inc's recent Form ADV filings?**
In the May 2026 filing data: Item 11 disclosure answers changed: 2 yes answers, previously 0 (now yes: 11.D(2), 11.D(4)).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Betterment Securities

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: $284,854,509
- Discretionary: $284,854,509
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 216 | $23,222,898 |
| High net worth individuals | 160 | $261,631,611 |
| 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 | 0 | $0 |
| 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: 2020 (6 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, IL, LA, NE, NH, NJ, NY, OH, OR, PA, TN, TX, VA, WA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/138433

### Websites listed on Form ADV (Item 1.I)
- open.spotify.com/show/13s1t7nwDVKXSdZ6gIfboT
- physicianfamily.com
- podcasts.apple.com/us/podcast/physician-family-finances-podcast/id1575828582
- Facebook @PhysicianFamilyFinancialAdvisors
- Instagram @physicianfamily
- LinkedIn @physician-family-financial-advisors-inc
- YouTube @PhysicianFamily

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $120,744,000 | 5 | October 1, 2021 |
| October 2022 | $144,434,812 | 6 | September 19, 2022 |
| October 2023 | $128,502,677 | 6 | August 15, 2023 |
| October 2024 | $172,341,710 | 5 | September 16, 2024 |
| October 2025 | $228,691,735 | 5 | May 28, 2025 |
| October 2026 | $284,854,509 | 4 | July 23, 2026 |

Regulatory assets under management: $120,744,000 in the October 2021 data and $284,854,509 in the October 2026 data, up 136%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Item 11 disclosure answers changed: 2 yes answers, previously 0 (now yes: 11.D(2), 11.D(4)).

### April 2026
- Registered or notice-filed in TN.

### March 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $228,691,735 to $284,854,509 (+25%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in NJ, OH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Physician Family Financial Advisors Inc (CRD 138433): Form ADV filing data as of October 2026.