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PAINTED PORCH ADVISORS LLC
CRD 304375File 801-122861
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$571.9M
Above cohort median (national)
Discretionary AUM
$571.9M
Clients
297
806 accounts
Employees
21
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 10, 2021
- Principal office
- 115 S LA CUMBRE LANE, SUITE 201, SANTA BARBARA, CA, 93105
- Phone
- 805-567-4288
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $571.9M
- Discretionary AUM
- $571.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 806
- Non-discretionary accounts
- 0
- Total accounts
- 806
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 107 | $497.9M |
| Pooled investment vehicles | 5 | $10.3M |
| Individuals (other than high net worth individuals) | 185 | $63.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 21 | increased by2 |
| Apr 1, 2026 | Clients | 215 | 297 | increased by82 |
| Apr 1, 2026 | AUM | $518,150,822 | $571,924,848 | increased by$53,774,026 |
| Apr 1, 2026 | Accounts | 788 | 806 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 19 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 98 | 215 | increased by117 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $147,349,880 | $518,150,822 | increased by$370,800,942 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 290 | 788 | increased by498 |
| Apr 1, 2022 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2022 | Clients | 82 | 98 | increased by16 |
| Apr 1, 2022 | AUM | $110,214,286 | $147,349,880 | increased by$37,135,594 |
| Apr 1, 2022 | Accounts | 82 | 290 | increased by208 |
| Jan 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PAINTED PORCH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PAINTED PORCH” 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.