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M FINANCIAL INVESTMENT ADVISERS INC
CRD 106648File 801-50553
APPROVED
Filing as of Sep 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.01B
Above cohort median (national)
Discretionary AUM
$1.01B
Clients
1
4 accounts
Employees
3
Top 25% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 24, 1995
- Principal office
- M FINANCIAL PLAZA, 1125 NW COUCH STREET, SUITE 900, PORTLAND, OR, 97209
- Phone
- 503-232-6960
- Website
- https://www.mfin.com/m-funds
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.01B
- Discretionary AUM
- $1.01B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4
- Non-discretionary accounts
- 0
- Total accounts
- 4
- AUM per client
- $1.01B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $1.01B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $937,865,398 | $1,006,229,464 | increased by$68,364,066 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $886,030,288 | $937,865,398 | increased by$51,835,110 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1 | 4 | increased by3 |
| Apr 1, 2022 | Employees | 4 | 3 | decreased by1 |
| Apr 1, 2022 | AUM | $759,251,964 | $886,030,288 | increased by$126,778,324 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FINANCIAL INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FINANCIAL INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.