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STANCORP INVESTMENT ADVISERS, INC.
CRD 110228File 801-57811
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$34.50B
Top 10% of cohort (national)
Discretionary AUM
$34.50B
Clients
96,128
96,128 accounts
Employees
81
Top 10% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 31, 2000
- Principal office
- 1100 SW SIXTH AVENUE, PORTLAND, OR, 97204
- Phone
- 800-858-5420
- Website
- HTTP://WWW.STANDARD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $34.50B
- Discretionary AUM
- $34.50B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 96,128
- Non-discretionary accounts
- 0
- Total accounts
- 96,128
- AUM per client
- $359K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 141 | $1.23B |
| Pension and profit sharing plans | 2,580 | $27.54B |
| State or municipal government entities | 91 | $727.0M |
| Individuals (other than high net worth individuals) | 93,316 | $5.00B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 | Employees | 82 | 81 | decreased by1 |
| Apr 1, 2026 | Clients | 103,728 | 96,128 | decreased by7,600 |
| Apr 1, 2026 | AUM | $33,592,166,292 | $34,500,914,826 | increased by$908,748,534 |
| Apr 1, 2026 | Accounts | 103,728 | 96,128 | decreased by7,600 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 102 | 82 | decreased by20 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 82,862 | 103,728 | increased by20,866 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $28,694,241,208 | $33,592,166,292 | increased by$4,897,925,084 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 82,860 | 103,728 | increased by20,868 |
| Apr 1, 2022 | Employees | 116 | 102 | decreased by14 |
| Apr 1, 2022 | Clients | 80,185 | 82,862 | increased by2,677 |
| Apr 1, 2022 | AUM | $26,568,899,717 | $28,694,241,208 | increased by$2,125,341,491 |
| Apr 1, 2022 | Accounts | 80,185 | 82,860 | increased by2,675 |
| 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 “STANCORP INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STANCORP 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.