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- Custodian
- American Funds · Capital Group · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-26-2018
- Office Locations
- 1
Office Locations
About Inman Financial Services, Inc.
Inman Financial Services is a Portland, OR RIA that partners with individuals and families—especially during life transitions—to build ongoing financial plans and investment portfolios. The team supports retirement and estate planning, insurance needs, and portfolio construction with an asset-allocation and risk-management approach, using mutual funds and ETFs. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between December 15, 2025 and April 10, 2026, reported AUM increased 16.4%, from $169.6M to $197.5M.
Across 5 reported observations, AUM increased 40.7% between August 2, 2022 and April 10, 2026, from $140.3M to $197.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 246 clients, or 82 clients per representative. That equates to $802.7K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on April 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
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- Investment Vehicles
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The full Inman Financial Services, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID STUART INMAN
Financial Advisor, General Partner, President
- CRD
- #1182867
- Ownership
- 50% but less than 75%
Micah Everett Dorr
Financial Advisor
- CRD
- #7043595
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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KEITH CONRAD JOHNSON
Financial Advisor
- CRD
- #5634947
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $197,453,684 | $315,926 |
| Non-Discretionary | $0 | -- |
| Total | $197,453,684 | $315,926 |
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Separately Managed Accounts
SMA allocation detail is available
Inman Financial Services, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.