STANCORP INVESTMENT ADVISERS, INC.

CRD

110228

SEC file #

801-57811

EIN

931296382

DBA names

—

Economics

AUM

$34.50B

AUM band

$1B+

AUM trajectory

'20 · $21.03B

'21 · $21.48B

'22 · $26.57B

'23 · $28.69B

'25 · $33.59B

'26 · $34.50B

'20'26

$21.03B → $34.50B▲ +64%

sec adv history

Client mix

Individuals Other	93,316
Pension Profit Sharing Plans	2,580
Charitable Organizations	141
State Or Municipal Govt	91

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 93 advisors

'21 · 93 advisors

'22 · 116 advisors

'23 · 88 advisors

'25 · 12 advisors

'26 · 12 advisors

'20'26

93 advisors → 12 advisors▼ -87%

sec adv history

Primary office

PORTLAND OR

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMFixed feesOther Compensation

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

standard.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

STANCORP FINANCIAL GROUP, INC.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

STANCORP FINANCIAL GROUP, INC.

GONZALEZ, MARIA, ESMERALDA

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

STANDARD.COM

Rdap Domain Creation Date

1992-06-09T04:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001120079

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2015-01-30

Edgar Last Filing Date

2016-01-22

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2016-01-22

Accession0001120079-16-000011

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

1100 SW SIXTH AVENUEP8B - COMPLIANCEPORTLAND, OR 97204

Business

1100 SW SIXTH AVENUEP8B - COMPLIANCEPORTLAND, OR 97204

Edgar EIN

931296382

Edgar Recent Filings

13F-HR2016-01-22 · 0001120079-16-000011

13F-HR/A2015-05-14 · 0001120079-15-000010

Fee Schedule

Bracket Ix	86
Bracket Xii	10
Bracket X	4
Bracket Xi	1
Bracket I	0

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-06-08T04:00:00Z

Rdap Domain Last Changed

2026-04-09T06:27:34Z

Rdap Nameservers

Ns0085.secondary.cloudflare.comNs0175.secondary.cloudflare.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate

IAR · Executive Officer · 2.5%

People (53)

HUANG, JAMES, PEI-YUEN

4020305

GONZALEZ, MARIA, ESMERALDA

IAR · Executive Officer · 2.5%

2912591

LIM, CHARLES, NMN

Executive Officer · 2.5%

5039063

SIMPSON, THOMAS, RAY

Executive Officer · 2.5%

6378895

WERKMAN, GARY, LEE

Executive Officer · 2.5%

KENNETH RICHARD SCHLOSSER

CHRISTOPHER FRANK WEEKLEY

5226296

Raymond Dewayne Barrett

CHRISTOPHER MICHAEL COYLE

2494077

MAXWELL STUART MARTINEZ-FONTS

5585250

CHRISTOPHER THOMAS WOLFE

3048423

SARAH ELIZABETH MAHALIC

CHRISTOPHER LAWRENCE NELSON

5888778

CHRISTINA DIANE FERGUSON

MEREDITH DIANNE TIBONI

SHIRLEY JEANETTE BUCKHANON-MOUTON

4549536

CHRISTOPHER ROBERT CAMPBELL

4557407

JEFFREY STEPHEN WEBER