Portfolio Advisory Council,l.l.c.
Portfolio Advisory Council,l.l.c. is an SEC-registered mass-market adviser in Houston, TX with $494.9M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Portfolio Advisory Council,l.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107465, SEC 801-27691, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $494.9M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Location
- Houston, TX
- Employees
- 9
- Clients
- 567
- CRD
- 107465
- Ownership
- SHEPHERD, WILLIAM, CHRIS; MORAN, PHILIP, BRUCE; HAMILTON, JAMES, WILLIAM; SUTTON, WILLIAM, THOMAS
How much AUM does Portfolio Advisory Council,l.l.c. have?
Portfolio Advisory Council,l.l.c. reported $494.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Portfolio Advisory Council,l.l.c.?
Disclosed owners and executives of Portfolio Advisory Council,l.l.c. include SHEPHERD, WILLIAM, CHRIS, MORAN, PHILIP, BRUCE, HAMILTON, JAMES, WILLIAM, SUTTON, WILLIAM, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.