# TPG FINANCIAL ADVISORS, LLC

TPG FINANCIAL ADVISORS, LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 141153
- Type: SEC-registered investment adviser
- SEC file number: 801-77417
- Location: 11850 SW 67TH AVENUE, SUITE 100, PORTLAND, OR, 97223
- Phone: 503-241-9550
- Latest filing: 2026-03-26
- Regulatory AUM: $2.2B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $808.8M
- Clients: 21
- Accounts: 1,635

## Business model

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

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Jacob Anders Shafer | CHIEF FINANCIAL OFFICER | — |
| John Spring Woolley | MANAGING DIRECTOR OF WEALTH MANAGEMENT & PRESIDENT | — |
| Carrie Thelise Maerz | CHIEF COMPLIANCE OFFICER | — |
| WOOLLEY HAROLD SPRING | CHIEF COMPLIANCE OFFICER; DIRECTOR OF WEALTH MANAGEMENT & CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR OF WEALTH MANAGEMENT & PRESIDENT (+1 more) | — |
| OLSON VICTORIA LYNN | SHAREHOLDER | — |
| KERR BRUCE EARNEST WILLIAM | OWNER | — |
| MCHALE CARRIE L | CHIEF COMPLIANCE OFFICER | — |
| SHAFER JACOB ANDERS | CHIEF FINANCIAL OFFICER | — |
| HIGLEY SHAWN ORIN | MANAGING DIRECTOR; PARTNER | — |
| BARNHOUSE DOREEN GAY | VP OF OPERATIONS | — |
| CRUICKSHANK RODERICK BYRON | CEO AND PRESIDENT; OWNER | — |
| GATES JEFF LEE | SHAREHOLDER | — |
| ALTON GARY SCOTT | SHAREHOLDER | — |
| VANALLEN DOUGLAS KENT | SHAREHOLDER | — |
| MINK KRISTOPHER CHARLES | SHAREHOLDER | — |
| POND NICOLE MARIE | SHAREHOLDER | — |
| ROTHENFLUCH ANTHONY ERIC | CHIEF COMPLIANCE OFFICER | — |
| SWEENEY JOANNE | DIRECTOR OF WEALTH MANAGEMENT; DIRECTOR OF WEALTH MANAGEMENT & CHIEF COMPLIANCE OFFICER | — |
| Maerz Carrie Thelise | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141153/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141153/similar
- Related entities: https://search.stillhousedata.com/firm/141153/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141153

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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.