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PORTFOLIO ADVISORS LLC
CRD 105981File 801-46369
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.