Adviser Record

Stancorp Investment Advisers, Inc.

Registered investment adviser · Portland, OR · CRD #110228

Form ADV data as of 2026-09-01
Regulatory assets
$34.50 billion
Total accounts
96,128
Employees
81
Disclosure events
0

Firm details

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$34.50 billion
Non-discretionary regulatory assets under management$0
Total regulatory assets under management$34.50 billion
Discretionary accounts96,128
Non-discretionary accounts0
Total accounts96,128
Regulatory assets under management attributable to non-U.S. persons$0

People

Total employees (excluding clerical)81
Employees performing investment advisory functions (including research)12
Employees who are registered representatives of a broker-dealer72
Employees registered as investment adviser representatives with a state76
Employees registered as IARs for another investment adviser0
Employees who are licensed insurance agents29
Firms or persons who solicit advisory clients on the firm's behalf0

Custody

Has custody of client cash or bank accountsNo
Has custody of client securitiesNo
A related person has custody of client cash or bank accountsYes
A related person has custody of client securitiesYes
Client funds and securities held in a related person's custody$14.83 billion
Clients for whom a related person has custody2,289
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo
Number of persons acting as qualified custodians for the firm's clients2

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)Other

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting services

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerInsurance company or agencyPension consultant

Client types

Type of clientClientsAssets
Individuals (other than high net worth individuals)93,316$5.00 billion
Pension and profit sharing plans (not the participants or government plans)2,580$27.54 billion
Charitable organizations141$1.23 billion
State or municipal government entities (including government pension plans)91$727.0 million