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SRM Advisors
SRM Advisors was founded in Portland in 1993 and operates today as a registered investment advisor that combines financial planning, in-house investment...
SRM Advisors
SRM Advisors was founded in Portland in 1993 and operates today as a registered investment advisor that combines financial planning, in-house investment management, and estate planning under one roof. The firm’s advisor Justin draws on a prior career as an estate planning attorney to guide families through wealth transfers, trust administration, and the financial needs of surviving spouses and inheritance beneficiaries. This background directly shapes the firm’s service model, which explicitly targets fiduciaries — executors, trustees, attorneys-in-fact — and the principals they serve. The firm builds client portfolios using low-cost exchange-traded funds and manages them with a tax-aware discipline that includes regular rebalancing and tax-loss harvesting. While SRM Advisors does not publicly disclose its total assets, the firm reports serving individuals, high-net-worth families, pension plans, trusts, and corporations across the Pacific Northwest. Its investment approach is long-term and goal-aligned, spanning retirement-income planning, estate tax reduction strategies, and multi-decade wealth continuity — a posture that functions less as a traditional family office and more as a fiduciary wealth manager embedded in clients’ estate-planning architecture. SRM Advisors operates from a single office in southwest Portland and lists no additional locations or adjacent investment vehicles. The firm’s public footprint shows no venture, private equity, or direct co-investment activity; its intellectual capital is concentrated in the intersection of trust administration and tax-efficient portfolio construction. Recent positioning emphasizes continuity-of-wealth conversations across generations, with particular experience in helping surviving spouses make financial decisions during periods of transition. What separates SRM Advisors structurally is the union of an active SEC-registered RIA with the technical capabilities of an estate-planning attorney in the same advisory seat. The firm conducts portfolio management internally rather than outsourcing to third-party managers, which allows it to coordinate investment decisions with the terms of trusts, powers of attorney, and estate documents — a tight operational coupling that many larger wealth-management platforms cannot replicate.
General information
Firm type
Bank / Wealth / Trust
Year founded
1993
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Portland
Corporate office
3605 SW Multnomah Blvd, Portland, OR 97219, United States
Principals
Justin
Advisor, former estate planning attorney
Sector focus
Frequently asked questions
Who runs investment decisions at SRM Advisors?
The firm’s public material names Justin as the advisor and emphasizes his background as an estate planning attorney. While SRM Advisors has not published a full organizational chart, the website indicates that portfolio management is conducted in-house and that Justin personally guides clients through investment strategy, tax planning, and estate coordination. No external investment committee or third-party sub-advisor is mentioned.
How does SRM Advisors source clients and deal flow?
SRM Advisors does not source deal flow in a private-markets sense; it acquires clients — primarily individuals, high-net-worth families, fiduciaries, and corporate or pension-plan sponsors — through its positioning at the intersection of financial planning and estate law. The firm’s advisory model is built around life-stage liquidity events: multigenerational wealth transfers, administration of estates, and the financial needs of surviving spouses. Its Portland office serves as the single point of client contact.
Is SRM Advisors structured as a single family office or does it operate more like a traditional RIA?
It operates as a traditional, SEC-registered investment advisor — not a single-family office. SRM Advisors serves multiple unrelated clients including individuals, trusts, pension plans, and corporations. The firm markets its ability to act as a fiduciary for trustees and executors while managing assets directly, a model that distances it from broker-dealers but does not make it a dedicated family office.
Does SRM Advisors participate in direct deals, venture capital, or private equity?
There is no public evidence that SRM Advisors makes direct investments in private companies, venture capital, or private equity funds. The firm’s stated strategy centers on low-cost exchange-traded funds, tax-loss harvesting, and long-term portfolio management calibrated to retirement and estate-planning goals. Its public disclosures describe no alternative-asset, co-investment, or direct-deal programs.
Which investment stages or asset classes does SRM Advisors typically target?
The firm targets liquid public markets through ETF-based portfolios and does not advertize stage-specific private investing. Client assets are allocated across asset classes that support retirement income, wealth preservation, and tax efficiency rather than venture-style growth or buyout exposure. There are no published allocations to real estate equity, infrastructure, or private credit strategies.
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