Wealth Manager
    SEC Registered
    Manages Private Funds

    M Holdings Securities, Inc.

    Registered investment advisor · Portland, Oregon · CRD #43285

    Assets Under Management
    $3.2B
    Client Accounts
    8,115
    Employees
    1,442
    CRD Number
    43285
    Registration
    SEC Registered
    Custodian
    Pershing Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About M Holdings Securities, Inc.

    M Financial Group is a prominent financial services design and distribution company founded in 1978. It operates as a collaborative network of over 135 independent insurance, investment, and executive benefit firms. These firms serve ultra-affluent individuals, corporate executives, entrepreneurs, and Fortune 1000 companies across more than 40 states, the United Kingdom, Hong Kong, and the United Arab Emirates. The company is headquartered in Portland, Oregon, and Dallas, Texas. M Financial Gro

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for M Holdings Securities, Inc.

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    Frequently Asked Questions

    What is M Holdings Securities, Inc.'s AUM?

    M Holdings Securities, Inc. reports approximately $3.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is M Holdings Securities, Inc. headquartered?

    M Holdings Securities, Inc. is headquartered in Portland, Oregon.

    What is M Holdings Securities, Inc.'s CRD number?

    M Holdings Securities, Inc.'s CRD number is 43285. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does M Holdings Securities, Inc. manage?

    M Holdings Securities, Inc. manages approximately 8,115 client accounts according to its latest SEC filing.

    Is M Holdings Securities, Inc. SEC registered?

    Yes, M Holdings Securities, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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