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ADVISORENGINE PORTFOLIO SOLUTIONS INC.
CRD 336317File 801-134392
APPROVED
Filing as of Jun 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$176.4M
Bottom 25% of cohort (national)
Discretionary AUM
$176.4M
Clients
3
587 accounts
Employees
1
Bottom 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 30, 2025
- Principal office
- 1616 E MILLBROOK ROAD, SUITE 210, RALEIGH, NC, 27609
- Phone
- 888-225-7216
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $176.4M
- Discretionary AUM
- $176.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 587
- Non-discretionary accounts
- 0
- Total accounts
- 587
- AUM per client
- $58.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $176.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for 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 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.