RIA Intel›Advisers›Oregon›MAXWELL FINANCIAL GROUP, INC

MAXWELL FINANCIAL GROUP, INC

Advisory

SHERWOOD, OR

Data as of Mar 17, 2026 · Source: SEC Form ADV

Average account

$251K

across 35 accounts

AUM per adviser

$3M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$9M

Discretionary AUM$0

Non-Discretionary AUM$9M

Discretionary %0%

Total Clients33

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, OR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

33 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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