← Tributary

OREGON PACIFIC FINANCIAL ADVISORS INC

MEDFORD, OR · CRD 110176 · IAPD ↗ · 541-772-1116

$157.1MRegulatory AUM
6Advisory reps
7Employees
10Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2025 — OREGON PACIFIC FINANCIAL ADVISORS INC (MEDFORD, OR) left the SEC roster (was $157.1M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
61
April 2024 — OREGON PACIFIC FINANCIAL ADVISORS INC reported RAUM up 30% ($120.5M -> $157.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.