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PORTFOLIO ADVISORS, INC.
CRD 106111File 801-38220
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$261.2M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $261.2M
Clients
238
754 accounts
Employees
7
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 1, 1991
- Principal office
- 7571 N. REMINGTON AVE., STE. 105, FRESNO, CA, 93711-5799
- Phone
- 559-432-8400
- Website
- HTTPS://WWW.PORTADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $261.2M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $261.2M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 754
- Total accounts
- 754
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.4M |
| High net worth individuals | 80 | $196.9M |
| Pension and profit sharing plans | Fewer than 5 | $1.2M |
| Individuals (other than high net worth individuals) | 158 | $61.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — RETIREMENT PLAN ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|
| 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.