# MAXWELL FINANCIAL GROUP, INC

MAXWELL FINANCIAL GROUP, INC of SHERWOOD, OR is an SEC-registered investment adviser.

## Registration

- CRD: 167863
- Type: SEC-registered investment adviser
- Location: 21370 SW LANGER FARMS PKWY, SHERWOOD, OR, 97140
- Phone: 971-264-3066
- Latest filing: 2026-03-17
- Regulatory AUM: $8.8M
- Non-discretionary AUM: $8.8M
- Clients: 3
- Accounts: 35

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167863/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167863/similar
- Related entities: https://search.stillhousedata.com/firm/167863/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167863

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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.