# M FINANCIAL INVESTMENT ADVISERS INC

M FINANCIAL INVESTMENT ADVISERS INC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 106648
- Type: SEC-registered investment adviser
- SEC file number: 801-50553
- Location: M FINANCIAL PLAZA, 1125 NW COUCH STREET, SUITE 900, PORTLAND, OR, 97209
- Phone: 503-232-6960
- Latest filing: 2026-03-20
- Regulatory AUM: $1.0B
- Discretionary AUM: $1.0B
- Clients: 3
- Accounts: 4

## Business model

- Compensation: % of AUM

## Officers, owners & control persons (38)

_Showing 25 of 38 people._

| Name | Role | Location |
| --- | --- | --- |
| David Robert Lees | SECRETARY/TREASURER | — |
| Robert Patrick Olson | PRESIDENT | — |
| Malcolm Lee Cowen | DIRECTOR/CHAIR | — |
| Philip Mark Debruyn | DIRECTOR | — |
| Carl James Peterson | DIRECTOR | — |
| Lauren Sandra Thomas | DIRECTOR | — |
| James David Kaplan | DIRECTOR | — |
| James Robert Nash | CHIEF COMPLIANCE OFFICER | — |
| Kenneth Andrew Kalina | CHIEF COMPLIANCE OFFICER | — |
| COWEN MALCOLM LEE | DIRECTOR; DIRECTOR/CHAIR | — |
| GRAVES GERALD JAY | PRESIDENT/DIRECTOR | — |
| SCHUTT DAVID WALTER | SECRETARY/TREASURER | — |
| BYRNE DANIEL FRANCIS | DIRECTOR; PRESIDENT/DIRECTOR | — |
| MULLIN PETER WILLIAM | INDIRECT SHAREHOLDER OF M FINANCIAL HOLDINGS INCORPORATED; SHAREHOLDER/DIRECTOR OF M FINANCIAL HOLDINGS INCORPORATED | — |
| LANDMAN WILLIAM | DIRECTOR | — |
| MACK RICHARD DALE | DIRECTOR | — |
| GOLDBERG MOREY HERBERT | DIRECTOR | — |
| KILEY MICHAEL JOHN | DIRECTOR | — |
| HERMANSON JONELL | CHIEF COMPLIANCE OFFICER/MARKETING OFFICER; MARKETING OFFICER; PRESIDENT (+1 more) | — |
| CHENEY JAMES ALLEN | DIRECTOR | — |
| PALMIERI VICTOR | DIRECTOR | — |
| HARTWELL SHANNON R | CHIEF COMPLIANCE OFFICER | — |
| NEASE LAWTON MACDONALD | CHAIR/DIRECTOR; DIRECTOR | — |
| LEES DAVID ROBERT | SECRETARY/TREASURER | — |
| KAPLAN EDWARD DAVID | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106648/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106648/similar
- Related entities: https://search.stillhousedata.com/firm/106648/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106648

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.