Investment adviser · CRD 154216
SMB FINANCIAL SERVICES, INC.
Investment adviser filing (IA)
PORTLAND, OR, United States · Form ADV filed Feb 26, 2026
- Regulatory AUM
- $178M Form ADV · Item 5.F
- Client accounts
- 762 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 55 | $100,782,962 | 56.7% |
| Individuals | 381 | $70,145,960 | 39.5% |
| Corporations & businesses | 8 | $6,870,564 | 3.9% |
Filing source
Form ADV 2057701 · Feb 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
11535 SW 67TH AVEPORTLAND, OR, 97223, United States
CRD 154216
Filing source
Form ADV 2057701 · Feb 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.