Old Port Advisors, Inc
● SEC registered since 2001CRD 108228SEC# 801-60130Portland, ME
Reg. AUM
$782.8M
Employees
14
Accounts
2,245
Location
Portland, ME
Old Port Advisors, Inc assets under management
Old Port Advisors, Inc is an SEC-registered investment adviser based in Portland, ME. The firm has been registered since 2001. It reports $782.8 million in regulatory assets under management and employs 14 people.
Old Port Advisors, Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ben Weylin Daigle | Executive Vice President | 5-10% | 2024 |
| Erica Morgan Bly Control | Client Service Manager And Chief Compliance Officer | Under 5% | 2025 |
| Fredric Wallace Williams Control | President, Treasurer, And Secretary | 50-75% | 1995 |
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Join to unlock · $37/moFrequently asked questions
How much does Old Port Advisors, Inc manage?
Old Port Advisors, Inc reports $782.8 million in regulatory assets under management on its Form ADV.
How many employees does Old Port Advisors, Inc have?
Old Port Advisors, Inc reports 14 employees.
Where is Old Port Advisors, Inc located?
Old Port Advisors, Inc is based in Portland, ME and has been SEC-registered since 2001.
Does Old Port Advisors, Inc disclose fund performance?
Old Port Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 130 Middle Street, 2nd Floor, Portland, ME 04101-7104 |
| Phone | 207-774-6552 |
| Fax | 207-775-2969 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1744348 |
| Discloses disciplinary history | No |
Regulatory AUM
$782.8M▲ 5%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$782.8Mregulatory AUM
Discretionary $728.7MNon-discretionary $54.1M