# Stancorp Investment Advisers, Inc.

> 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.

- CRD: 110228
- Filed as: STANCORP INVESTMENT ADVISERS, INC.
- Also doing business as: THE STANDARD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110228
- AdvisorCensus page: https://advisorcensus.com/firm/stancorp-investment-advisers-inc-portland-or-110228

## Quick answers

**How is Stancorp Investment Advisers, Inc. compensated?**
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.

**Where is Stancorp Investment Advisers, Inc. located?**
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).

**Is Stancorp Investment Advisers, Inc. registered with the SEC or a state?**
Stancorp Investment Advisers, Inc. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 110228.

**How much does Stancorp Investment Advisers, Inc. manage?**
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).

**How have Stancorp Investment Advisers, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Stancorp Investment Advisers, Inc. serve?**
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).

**Which custodians does Stancorp Investment Advisers, Inc. use?**
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.

**Does Stancorp Investment Advisers, 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/110228

## From the Form ADV filing

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

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

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: $34,500,914,826
- Discretionary: $34,500,914,826
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 93,316 | $4,997,438,491 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2,580 | $27,543,606,598 |
| Charitable organizations | 141 | $1,232,863,754 |
| State or municipal government entities (including government pension plans) | 91 | $727,005,983 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2000 (26 years)
- Employees: 81 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Portland, OR

### Websites listed on Form ADV (Item 1.I)
- standard.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $26,568,899,717 | 116 | July 15, 2021 |
| October 2022 | $28,694,241,208 | 102 | March 30, 2022 |
| October 2023 | $16,214,303,154 | 82 | July 21, 2023 |
| October 2024 | $34,385,256,113 | 112 | March 29, 2024 |
| October 2025 | $33,592,166,292 | 82 | June 25, 2025 |
| October 2026 | $34,500,914,826 | 81 | March 31, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stancorp Investment Advisers, Inc. (CRD 110228): Form ADV filing data as of October 2026.