Physician Family Financial Advisors Inc
Registered investment adviser · Beaverton, OR · CRD #138433
Form ADV data as of 2026-09-01Regulatory assets
$284.9 million
Total accounts
639
Employees
4
Disclosure events
2
Firm details
- Website: https://open.spotify.com/show/13s1t7nwdvkxsdz6gifbot
- Telephone: 541-463-0899
- SEC file number: 801-117856
- Most recent Form ADV filing: 2026-07-23
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- Another regulator found a violation of investment-related regulations or statutes
- Another regulator entered an order in connection with investment-related activity (past 10 years)
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $284.9 million |
| Non-discretionary regulatory assets under management | $0 |
| Total regulatory assets under management | $284.9 million |
| Discretionary accounts | 639 |
| Non-discretionary accounts | 0 |
| Total accounts | 639 |
| Regulatory assets under management attributable to non-U.S. persons | $7.5 million |
People
| Total employees (excluding clerical) | 4 |
| Employees performing investment advisory functions (including research) | 3 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 1 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Recommends brokers or dealers to clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 216 | $23.2 million |
| High net worth individuals | 160 | $261.6 million |