# SMB FINANCIAL SERVICES, INC.

SMB FINANCIAL SERVICES, INC. of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 154216
- Type: SEC-registered investment adviser
- SEC file number: 801-116704
- Location: 11535 SW 67TH AVE, PORTLAND, OR, 97223
- Phone: 503-387-3222
- Latest filing: 2026-02-26
- Regulatory AUM: $177.8M
- Discretionary AUM: $177.8M
- Clients: 5
- Accounts: 762

## Business model

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

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Timothy Luke Porter | PRESIDENT & CCO | — |
| PORTER STEPHEN EDWARD | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | — |
| PORTER TIMOTHY LUKE | PRESIDENT; PRESIDENT & CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154216/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154216/similar
- Related entities: https://search.stillhousedata.com/firm/154216/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154216

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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.