# S & P FINANCIAL, INC.

S & P FINANCIAL, INC. of ASHLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 139358
- Type: SEC-registered investment adviser
- SEC file number: 801-66205
- Location: 241 MAPLE STREET, SUITE 101, ASHLAND, OR, 97520
- Phone: 541-482-0138
- Latest filing: 2026-03-31
- Regulatory AUM: $370.6M
- Discretionary AUM: $370.6M
- Clients: 2
- Accounts: 1,651

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Chad Matthew Smith | CHIEF COMPLIANCE OFFICER | — |
| Christopher Patterson | MANAGING PARTNER | — |
| GAU THOMAS BENSON | PRESIDENT | — |
| SMITH CHAD MATTHEW | CHIEF COMPLIANCE OFFICER | — |
| PATTERSON CHRISTOPHER | MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139358/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139358/similar
- Related entities: https://search.stillhousedata.com/firm/139358/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139358

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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.