RIA Intel›Advisers›Oregon›PIHL FINANCIAL PLANNING LLC

PIHL FINANCIAL PLANNING LLC

Advisory

Data as of Aug 10, 2026 · Source: SEC Form ADV

Average account

$222K

across 104 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 10, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNM, OR, TX, WA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

31 clients

12 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

CAPITAL INCOME MANAGEMENT, LLC

$23M

STRATEGIC INVESTMENT ADVISORS, INC.

PORTLAND, OR

$23M

-28.4% 1Y

HEAD TO TOE FINANCIAL PLANNING LLC

$23M

BLACK OAK INVESTMENT MANAGEMENT COMPANY LLC

$24M

MAR FINANCIAL GROUP LLC

$22M

VERITAS BITCOIN STRATEGIES, LLC. DBA VERITAS BITCOIN STRATEGIES

MADRAS, OR

$24M

Get the full picture on PIHL FINANCIAL PLANNING LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PIHL FINANCIAL PLANNING LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans