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OLD PORT ADVISORS
Legal name: OLD PORT ADVISORS, INC
CRD 108228File 801-60130
APPROVED
Retail clients
Custody
Filing as of Aug 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$782.8M
Above cohort median (national)
Discretionary AUM
$728.7M
Non-discretionary $54.1M
Clients
856
2,245 accounts
Employees
14
Top 25% of cohort in ME
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 6, 2001
- Principal office
- 130 MIDDLE STREET, 2ND FLOOR, PORTLAND, ME, 04101-7104
- Phone
- 207-774-6552
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $782.8M
- Discretionary AUM
- $728.7M
- Non-discretionary AUM
- $54.1M
- Discretionary accounts
- 2,218
- Non-discretionary accounts
- 27
- Total accounts
- 2,245
- AUM per client
- $914K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $1.9M |
| Charitable organizations | Fewer than 5 | $2.9M |
| High net worth individuals | 215 | $392.0M |
| Pension and profit sharing plans | 34 | $97.4M |
| Individuals (other than high net worth individuals) | 601 | $288.6M |
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
- 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 | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 13 | 14 | increased by1 |
| Apr 1, 2026 | Employees | 16 | 13 | decreased by3 |
| Apr 1, 2026 | Clients | 952 | 856 | decreased by96 |
| Apr 1, 2026 | AUM | $746,437,303 | $782,788,909 | increased by$36,351,606 |
| Apr 1, 2026 | Accounts | 2,442 | 2,245 | decreased by197 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 16 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 885 | 952 | increased by67 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,108,742,667 | $746,437,303 | decreased by$362,305,364 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,151 | 2,442 | increased by291 |
| Apr 1, 2022 | Employees | 11 | 13 | increased by2 |
| Apr 1, 2022 | Clients | 744 | 885 | increased by141 |
| Apr 1, 2022 | AUM | $910,605,681 | $1,108,742,667 | increased by$198,136,986 |
| Apr 1, 2022 | Accounts | 1,768 | 2,151 | increased by383 |
| 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 “OLD PORT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OLD PORT” 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.