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PORTFOLIO STRATEGIES INC
CRD 104685File 801-18475
APPROVED
Retail clients
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$50.2M
Bottom 25% of cohort (national)
Discretionary AUM
$50.2M
Clients
289
297 accounts
Employees
4
Bottom 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 15, 1983
- Principal office
- 621 PACIFIC AVENUE SUITE 15, TACOMA, WA, 98402
- Phone
- 253-383-1676
- Website
- HTTP://WWW.PORTSTRAT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $50.2M
- Discretionary AUM
- $50.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 297
- Non-discretionary accounts
- 0
- Total accounts
- 297
- AUM per client
- $174K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $127K |
| Other investment advisers | Fewer than 5 | $8.3M |
| High net worth individuals | Fewer than 5 | $5.1M |
| Individuals (other than high net worth individuals) | 289 | $36.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2026 | Clients | 354 | 289 | decreased by65 |
| Apr 1, 2026 | AUM | $55,448,496 | $50,213,258 | decreased by$5,235,238 |
| Apr 1, 2026 | Accounts | 354 | 297 | decreased by57 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 5 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 445 | 354 | decreased by91 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $94,340,766 | $55,448,496 | decreased by$38,892,270 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 547 | 354 | decreased by193 |
| Apr 1, 2022 | Employees | 8 | 7 | decreased by1 |
| Apr 1, 2022 | Clients | 772 | 445 | decreased by327 |
| Apr 1, 2022 | AUM | $122,780,190 | $94,340,766 | decreased by$28,439,424 |
| Apr 1, 2022 | Accounts | 776 | 547 | decreased by229 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PORTFOLIO STRATEGIES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PORTFOLIO STRATEGIES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.