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PORTFOLIO ADVISORS LLC
CRD 105981File 801-46369
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$47.84B
Top 10% of cohort (national)
Discretionary AUM
$29.53B
Non-discretionary $18.31B
Clients
114
123 accounts
Employees
164
Top 10% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 25, 1994
- Principal office
- 9 OLD KINGS HIGHWAY SOUTH, DARIEN, CT, 06820
- Phone
- 203-662-3456
- Website
- https://portad.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $47.84B
- Discretionary AUM
- $29.53B
- Non-discretionary AUM
- $18.31B
- Discretionary accounts
- 104
- Non-discretionary accounts
- 19
- Total accounts
- 123
- AUM per client
- $419.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $8.6M |
| Investment companies | 1 | $1.69B |
| Charitable organizations | Fewer than 5 | $2.31B |
| Pooled investment vehicles | 113 | $24.68B |
| Pension and profit sharing plans | Fewer than 5 | $1.11B |
| State or municipal government entities | Fewer than 5 | $18.05B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 157 | 164 | increased by7 |
| Apr 1, 2026 | Clients | 111 | 114 | increased by3 |
| Apr 1, 2026 | AUM | $44,674,354,531 | $47,842,535,266 | increased by$3,168,180,735 |
| Apr 1, 2026 | Accounts | 121 | 123 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 126 | 157 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 107 | 111 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $38,290,334,708 | $44,674,354,531 | increased by$6,384,019,823 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 118 | 121 | increased by3 |
| Apr 1, 2022 | Employees | 118 | 126 | increased by8 |
| Apr 1, 2022 | Clients | 100 | 107 | increased by7 |
| Apr 1, 2022 | AUM | $30,640,468,027 | $38,290,334,708 | increased by$7,649,866,681 |
| Apr 1, 2022 | Accounts | 100 | 118 | increased by18 |
| 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 ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PORTFOLIO ADVISORS” 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.