Stancorp Investment Advisers, Inc. (Portland)

Name: Stancorp Investment Advisers, Inc.
Address: 1100 Sw Sixth Avenue, Portland, OR, 97204
Telephone: 971-321-8844

Stancorp Investment Advisers, Inc. is a large advisory firm based in Portland. It manages $21.03 billion of regulatory assets for 64,398 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Stancorp Investment Advisers provides portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stancorp Investment Advisers: assets under management

The assets under management (AUM) of Stancorp Investment Advisers, Inc. is $21.03 billion. The firm's AUM has grown by 899% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $13.4 billion in discretionary accounts and $7.63 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $211.57 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $7.33 million.

Investments

The firm invests in investment and business development companies the most. They account for 92% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 8% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stancorp Investment Advisers, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Scott Allen Hibbs serves?

The firm provides services to individuals, charitable organizations, and pension and profit sharing plans. The largest group of clients of Scott Allen Hibbs is pension and profit sharing plans with 4,775 clients and $18.79 billion of assets under management. Among the 7 most similar advisory firms, Stancorp Investment Advisers has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $21.03 billion for 64,398 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Stancorp Investment Advisers doesn't advise any private funds.

Careers at Stancorp Investment Advisers, Inc.

The company employs 95 people that are either part- or full-time employees. 98 percent of the employees work as investment advisers or researchers. 90 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Scott Allen Hibbs has been acting as President since 1 Sep 2013. Deanna Paige Laidler joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Stancorp Financial Group	Owner	1 May 2000	75% - 100%	93-1253576
Julie Ann Grandstaff	Vice president & managing director	1 May 2000	Other	4367434
Cindy Jean Mcpike	Director	1 May 2000	Other	4189179
J Greg Ness	President	1 May 2000	Other	2465681
Kim Wallace Ledbetter	Director	1 May 2000	Other	3052073
Mark Benjamin Fisher	Director	1 Jul 2004	Other	4557358
Scott Hibbs	Director	1 Jan 2006	Other	5275468
Charles Tracy Mcgortey	Chief compliance officer	1 Jan 2007	Other	4219335
Danny Russell Stancil	Assistant vice president	1 Apr 2007	Other	5331829
Scott Allen Hibbs	President	1 Jan 2009	Other	5275468
John Scott Kreighbaum	Chief compliance officer	1 May 2012	Other	6073959
Scott Allen Hibbs	Director	1 Sep 2013	Other	5275468
James Bruce Harbolt	President	1 Sep 2013	Other	2610245
Jeffrey Mitchel Press	Chief compliance officer	1 Sep 2013	Other	2269745
Jeffrey Scott Press	Chief compliance officer	1 Sep 2013	Other	4981412
Harley D Spring	President	1 May 2015	Other	6509603
Maria Esmeralda Gonzalez	Vice president, managing director & treasurer	1 May 2015	Other	2912591
Elizabeth Ann Fouts	Secretary	1 May 2015	Other	6490118
Roberta Jean Monroe	Chief compliance officer	1 Nov 2015	Other	2834223
Atif Javed Ijaz	President	1 Apr 2017	Other	6376865
Deanna Paige Laidler	Chief compliance officer	1 Apr 2019	Other	7147184

Based in Portland

The principal office where Stancorp Investment Advisers, Inc. performs its advisory services is located at 1100 Sw Sixth Avenue, Portland, OR 97204 The mailing address of the firm is 900 Sw Fifth Avenue, Portland, OR 97204. An additional office of the firm is in Independence, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 971-321-8844 or by fax 971-321-7998. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at stancorpfinanical.com.