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PAINTED PORCH ADVISORS LLC
CRD 304375File 801-122861
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.