# M FINANCIAL ASSET MANAGEMENT, INC.

M FINANCIAL ASSET MANAGEMENT, INC. of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 136694
- Type: SEC-registered investment adviser
- SEC file number: 801-66320
- Location: 1125 NW COUCH ST, STE 900, PORTLAND, OR, 97209
- Phone: 503-232-6960
- Latest filing: 2026-03-31
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 5
- Accounts: 1,998

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Charities, Corporations

## Officers, owners & control persons (31)

_Showing 25 of 31 people._

| Name | Role | Location |
| --- | --- | --- |
| David Robert Lees | SECRETARY | — |
| Steven Charles Ludwig | CHIEF COMPLIANCE OFFICER | — |
| Robert Patrick Olson | PRESIDENT | — |
| Brittany Dorsey Grambo | TREASURER | — |
| GRAVES GERALD JAY | PRESIDENT | — |
| YOUHN STEPHEN MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| SCHUTT DAVID WALTER | SECRETARY | — |
| KUKAR KEVIN BRUCE | TREASURER | — |
| O'CONNOR RANDALL MARK | DIRECTOR | — |
| BYRNE DANIEL FRANCIS | DIRECTOR | — |
| JONSKE FRED HENRY | DIRECTOR | — |
| MULLIN PETER WILLIAM | SHAREHOLDER | — |
| HEIKKINEN DOUGLAS JAMES | VICE PRESIDENT | — |
| DUDLEY CHRIS | VICE PRESIDENT | — |
| DAY FRANK EDMUND | CHIEF COMPLIANCE OFFICER | — |
| HERMANSON JONELL | PRESIDENT; PRESIDENT,CHIEF COMPLIANCE OFFICER | — |
| HARTWELL SHANNON R | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| LEES DAVID ROBERT | DIRECTOR/SECRETARY/TREASURER; SECRETARY/TREASURER | — |
| JACOBSEN BRYAN K | CHIEF COMPLIANCE OFFICER | — |
| DOUGHERTY CASEY WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| BRAMER BENJAMIN EDWARD | CHIEF COMPLIANCE OFFICER | — |
| BJORVIK ERIK JON | DIRECTOR/PRESIDENT; DIRECTOR/VICE PRESIDENT; PRESIDENT (+1 more) | — |
| MCNAMARA-FENESY BRIDGET MARY | PRESIDENT | — |
| LUDWIG STEVEN CHARLES | CHIEF COMPLIANCE OFFICER | — |
| HERMANSON JONELL NMN | PRESIDENT | — |


## Disclosures (1)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136694/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136694/similar
- Related entities: https://search.stillhousedata.com/firm/136694/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136694

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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.