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- Custodian
- Apex · Betterment · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-17-2020
- Office Locations
- 1
Office Locations
About Mallery Financial
Mallery Financial is a Eugene, OR fiduciary advisory led by CIO/financial planner Stephen Mallery, AIF. The firm provides tailored investment management built around each client’s risk profile, goals, and preferences, using a values-based, transparent, collaborative process. It also delivers comprehensive financial planning and commission-independent insurance consulting, and offers an online risk assessment to start the conversation.
Reported data analysis
What the numbers show
Of the latest reported AUM, 84.0% is discretionary and 16.0% is non-discretionary.
The firm reports 1 advisory representatives and 106 clients, or 106 clients per representative. That equates to $360.9K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Mallery Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHEN ARTHUR MALLERY
Advisor, Managing Member
- CRD
- #4720177
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,139,060 | -- |
| Non-Discretionary | $6,114,157 | -- |
| Total | $38,253,217 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Mallery Financial has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.