RIA Intel›Advisers›Oregon›TODD MANN FINANCIAL SERVICES INC

TODD MANN FINANCIAL SERVICES INC

Advisory

OR

Data as of Jun 22, 2026 · Source: SEC Form ADV

Average account

$179K

across 156 accounts

AUM per adviser

$14M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 22, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$28M

Discretionary AUM$27M

Non-Discretionary AUM$1M

Discretionary %95.6%

Total Clients54

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOR

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

54 clients

8 high-net-worth

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

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Advisers of similar size in OR

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

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$27M

PROVEST CAPITAL MANAGEMENT LLC

LAKE OSWEGO, OR

$27M

MORGAN, KURT EVAN

$29M

GRANITE CAPITAL ADVISORS, LLC

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