{ "crd_number": 110228, "slug": "stancorp-investment-advisers-inc-portland-or-110228", "primary_business_name": "STANCORP INVESTMENT ADVISERS, INC.", "legal_name": "STANCORP INVESTMENT ADVISERS, INC.", "dbas": [ "THE STANDARD" ], "city": "Portland", "state": "OR", "country": "United States", "cbsa_code": "38900", "metro": { "cbsa_code": "38900", "common_name": "Portland", "msa_name": "Portland-Vancouver-Hillsboro, OR-WA", "path": "/advisors/or/portland" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2000-07-31", "years_registered": 26, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 34500914826.0, "raum_discretionary": 34500914826.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 81, "advisory_employees": 12, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 1232863754.0, "count": 141 }, "individuals": { "raum": 4997438491.0, "count": 93316 }, "state_municipal": { "raum": 727005983.0, "count": 91 }, "pension_profit_sharing": { "raum": 27543606598.0, "count": 2580 } }, "compensation_types": [ "fixed", "other", "percentage_of_aum" ], "advisory_activities": [ "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AK", "AL", "AR", "AZ", "CA", "CO", "CT", "DC", "DE", "FL", "GA", "HI", "IA", "ID", "IL", "IN", "KS", "KY", "LA", "MA", "MD", "ME", "MI", "MN", "MO", "MS", "MT", "NC", "ND", "NE", "NH", "NJ", "NM", "NV", "NY", "OH", "OK", "OR", "PA", "RI", "SC", "SD", "TN", "TX", "UT", "VA", "VT", "WA", "WI", "WV", "WY" ], "websites": [ "https://standard.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110228", "city_as_filed": "PORTLAND", "url": "https://advisorcensus.com/firm/stancorp-investment-advisers-inc-portland-or-110228", "display_name": "Stancorp Investment Advisers, Inc.", "summary": "Stancorp Investment Advisers, Inc. is an SEC-registered investment advisory firm in Portland, OR, registered since 2000, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Stancorp Investment Advisers, Inc. (CRD 110228): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Other" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Pension consulting services" ], "quick_answers": [ { "q": "How is Stancorp Investment Advisers, Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Stancorp Investment Advisers, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Stancorp Investment Advisers, Inc. located?", "a": "Stancorp Investment Advisers, Inc.'s principal office is in Portland, OR, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Stancorp Investment Advisers, Inc. registered with the SEC or a state?", "a": "Stancorp Investment Advisers, Inc. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 110228." }, { "q": "How much does Stancorp Investment Advisers, Inc. manage?", "a": "Stancorp Investment Advisers, Inc. reports $34,500,914,826 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Stancorp Investment Advisers, Inc.'s assets and staff changed since 2021?", "a": "In the Form ADV data for Stancorp Investment Advisers, Inc.: Regulatory assets under management: $26,568,899,717 in the October 2021 data and $34,500,914,826 in the October 2026 data, up 30%. Total employees: 116 in October 2021 and 81 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Stancorp Investment Advisers, Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (93,316); pension and profit sharing plans (but not the plan participants or government pension plans) (2,580); charitable organizations (141)." }, { "q": "Which custodians does Stancorp Investment Advisers, Inc. use?", "a": "Stancorp Investment Advisers, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Reliance Trust Company as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Stancorp Investment Advisers, Inc. report any disciplinary disclosures?", "a": "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/110228" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 26568899717.0, "total_employees": 116, "filing_date": "2021-07-15" }, { "period": "2022-10-01", "regulatory_assets_under_management": 28694241208.0, "total_employees": 102, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 16214303154.0, "total_employees": 82, "filing_date": "2023-07-21" }, { "period": "2024-10-01", "regulatory_assets_under_management": 34385256113.0, "total_employees": 112, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 33592166292.0, "total_employees": 82, "filing_date": "2025-06-25" }, { "period": "2026-10-01", "regulatory_assets_under_management": 34500914826.0, "total_employees": 81, "filing_date": "2026-03-31" } ], "recent_changes": [], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Reliance Trust Company", "name_as_filed": "RELIANCE TRUST COMPANY", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/stancorp-investment-advisers-inc-portland-or-110228.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 93316, "fewer_than_5": false, "raum": 4997438491.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 2580, "fewer_than_5": false, "raum": 27543606598.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 141, "fewer_than_5": false, "raum": 1232863754.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 91, "fewer_than_5": false, "raum": 727005983.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110228", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }