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PHYSICIAN FAMILY FINANCIAL ADVISORS INC

BEAVERTON, OR · CRD 138433 · IAPD ↗ · 541-463-0899

$284.9MRegulatory AUM
3Advisory reps
4Employees
37Clients
251-500Planning clients
0Private funds
17States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
May 2026 — PHYSICIAN FAMILY FINANCIAL ADVISORS INC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
45
April 2026 — PHYSICIAN FAMILY FINANCIAL ADVISORS INC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
December 2025 — PHYSICIAN FAMILY FINANCIAL ADVISORS INC notice-filed in NJ, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — PHYSICIAN FAMILY FINANCIAL ADVISORS INC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
February 2025 — PHYSICIAN FAMILY FINANCIAL ADVISORS INC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
February 2025 — PHYSICIAN FAMILY FINANCIAL ADVISORS INC reported RAUM up 33% ($172.3M -> $228.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
February 2024 — PHYSICIAN FAMILY FINANCIAL ADVISORS INC reported RAUM up 34% ($128.5M -> $172.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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