PORTFOLIO ADVISORY COUNCIL,L.L.C.

Legal name: PORTFOLIO ADVISORY COUNCIL, L.L.C.

CRD 107465File 801-27691

APPROVED

Retail clients

Disclosure events

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$494.9M

Above cohort median (national)

Discretionary AUM

$394.4M

Non-discretionary $100.6M

Clients

567

971 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Sep 15, 1986
Principal office: 3 GREENWAY PLAZA, SUITE 1776, HOUSTON, TX, 77046
Phone: 713.574.6015
Website: HTTP://PACADVISORY.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $494.9M
Discretionary AUM: $394.4M
Non-discretionary AUM: $100.6M
Discretionary accounts: 954
Non-discretionary accounts: 17
Total accounts: 971
AUM per client: $873K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	130	$141.3M
Pension and profit sharing plans	17	$100.6M
Individuals (other than high net worth individuals)	420	$253.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
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 11

Q11
Q11D2
Q11D4

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.