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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 Oct 1, 2026
Regulatory AUM
$494.9M
Above cohort median (national)
Discretionary AUM
$394.4M
Non-discretionary $100.6M
Clients
567
971 accounts
Employees
9
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 542 | 567 | increased by25 |
| Apr 1, 2026 | AUM | $465,030,058 | $494,940,434 | increased by$29,910,376 |
| Apr 1, 2026 | Accounts | 909 | 971 | increased by62 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 9 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 553 | 542 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $422,225,694 | $465,030,058 | increased by$42,804,364 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 912 | 909 | decreased by3 |
| Aug 1, 2022 | Employees | 9 | 10 | increased by1 |
| Mar 1, 2022 | Clients | 996 | 553 | decreased by443 |
| Mar 1, 2022 | AUM | $401,696,146 | $422,225,694 | increased by$20,529,548 |
| Mar 1, 2022 | Accounts | 851 | 912 | increased by61 |
| 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 ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PORTFOLIO ADVISORY” 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.