DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Inman Financial Services, Inc.
Latest filing Apr 10, 2026
First filing on the tape Mar 1, 2021 · 29 filings
SEC status approved since Mar 31, 2021
RAUM
$197M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$192M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$65.8M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$197M as of Apr 10, 2026
Mar 17, 2022$140M then
HNW client RAUM$137M as of Apr 10, 2026
Mar 17, 2022$86.7M then
State-registered IARs (5.B.3)3 as of Apr 10, 2026
Mar 17, 20222 then
Employees (5.A)5 as of Apr 10, 2026
Mar 17, 20224 then
Private funds: no history
RAUM +16% over the last fiscal year+18% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Apr 10, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $65.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 78derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $315,926derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 0.8derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -7.1%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$137M69%
- Individuals$54.4M28%
- Charitable organizations$5.9M3.0%
- Individual clients
- 169reported
- HNW clients
- 65reported
- Pension plan clients
- 0reported
- Charitable clients
- 3reported
- Accounts
- 625reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| David Stuart Inman | Portland, Or | Sep 26, 2018 | 33 y | 1 |
| Micah Everett DorrCertified Financial Planner | Portland, Or | Jan 2, 2019 | 11 y | 0 |
| Keith Conrad Johnson | Portland, Or | Jul 3, 2023 | 18 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- David Stuart Inman from Security First AdvisorsSep 26, 2018 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Stuart David Inman · President & Chief Compliance Officercontrolsince 12/1992 · owns 50% to 75%
- Everett Micah Dorr · Financial Advisorsince 01/2020 · owns 25% to 50%
Related persons
Schedule D 7.A
- Inman Insurance Services LLCreal estatey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Portland, Or · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 606 to 625Dec 15, 2025 to Feb 9, 2026
- Charity clients · 2 to 3Dec 15, 2025 to Feb 9, 2026
- HNW clients · 52 to 65Dec 15, 2025 to Feb 9, 2026
- Individual clients · 200 to 169Dec 15, 2025 to Feb 9, 2026
- Discretionary RAUM · $170M to $197MDec 15, 2025 to Feb 9, 2026
- HNW RAUM · $111M to $137MDec 15, 2025 to Feb 9, 2026
- Individual RAUM · $58.0M to $54.4MDec 15, 2025 to Feb 9, 2026
- RAUM · $170M to $197MDec 15, 2025 to Feb 9, 2026
- Accounts · 585 to 606Oct 23, 2024 to Mar 11, 2025
- HNW clients · 45 to 52Oct 23, 2024 to Mar 11, 2025
- Financial planning clients · 11-25 to 11-25Oct 23, 2024 to Mar 11, 2025
- Discretionary RAUM · $150M to $170MOct 23, 2024 to Mar 11, 2025
- HNW RAUM · $91.1M to $111MOct 23, 2024 to Mar 11, 2025
- Individual RAUM · $57.7M to $58.0MOct 23, 2024 to Mar 11, 2025
- RAUM · $150M to $170MOct 23, 2024 to Mar 11, 2025
- Employees · 4 to 5Apr 11, 2024 to Oct 23, 2024
- Employees · 5 to 4Feb 12, 2024 to Apr 11, 2024
- Accounts · 541 to 585Dec 14, 2023 to Feb 12, 2024
- HNW clients · 36 to 45Dec 14, 2023 to Feb 12, 2024
- Individual clients · 202 to 200Dec 14, 2023 to Feb 12, 2024
- Discretionary RAUM · $119M to $150MDec 14, 2023 to Feb 12, 2024
- HNW RAUM · $66.4M to $91.1MDec 14, 2023 to Feb 12, 2024
- Individual RAUM · $51.5M to $57.7MDec 14, 2023 to Feb 12, 2024
- RAUM · $119M to $150MDec 14, 2023 to Feb 12, 2024
- Other offices · 1 to 3Dec 11, 2023 to Dec 13, 2023
- Other offices · 0 to 1Jul 10, 2023 to Dec 11, 2023
- Advisory employees · 2 to 3Apr 27, 2023 to Jul 10, 2023
- Employees · 4 to 5Apr 27, 2023 to Jul 10, 2023
- State-registered IARs · 2 to 3Apr 27, 2023 to Jul 10, 2023
- Accounts · 512 to 541Aug 2, 2022 to Mar 10, 2023
- HNW clients · 39 to 36Aug 2, 2022 to Mar 10, 2023
- Individual clients · 192 to 202Aug 2, 2022 to Mar 10, 2023
- Financial planning clients · 26-50 to 11-25Aug 2, 2022 to Mar 10, 2023
- Discretionary RAUM · $140M to $119MAug 2, 2022 to Mar 10, 2023
- HNW RAUM · $86.7M to $66.4MAug 2, 2022 to Mar 10, 2023
- Individual RAUM · $52.3M to $51.5MAug 2, 2022 to Mar 10, 2023
- RAUM · $140M to $119MAug 2, 2022 to Mar 10, 2023
- Accounts · 494 to 512Feb 24, 2022 to Mar 17, 2022
- Charity clients · 1 to 2Feb 24, 2022 to Mar 17, 2022
- HNW clients · 33 to 39Feb 24, 2022 to Mar 17, 2022
Signals
1 dated events
- Inman Financial Services, Inc. filed its initial SEC registration (Form ADV)Mar 1, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/inman-financialreportedpublic record, Form ADV, Sep 18, 2026
- Website
- inmanfinancial.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (503) 906-2650reportedpublic record, Form ADV, Apr 10, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $65.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026