Portfolio Advisory Council, L.L.C.
● SEC registered since 1986CRD 107465SEC# 801-27691Houston, TX
Reg. AUM
$494.9M
Employees
9
Accounts
971
Location
Houston, TX
Portfolio Advisory Council, L.L.C. assets under management
Portfolio Advisory Council, L.L.C. is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 1986. It reports $494.9 million in regulatory assets under management and employs 9 people.
Portfolio Advisory Council, L.L.C. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James William Hamilton Control | Non-Managing Partner | 25-50% | 1998 |
| Philip Bruce Moran Control | Managing Partner, Compliance Officer | 25-50% | 1998 |
| William Thomas Sutton Control | Managing Partner & Chief Compliance Officer | 25-50% | 1998 |
Frequently asked questions
How much does Portfolio Advisory Council, L.L.C. manage?
Portfolio Advisory Council, L.L.C. reports $494.9 million in regulatory assets under management on its Form ADV.
How many employees does Portfolio Advisory Council, L.L.C. have?
Portfolio Advisory Council, L.L.C. reports 9 employees.
Where is Portfolio Advisory Council, L.L.C. located?
Portfolio Advisory Council, L.L.C. is based in Houston, TX and has been SEC-registered since 1986.
Does Portfolio Advisory Council, L.L.C. disclose fund performance?
Portfolio Advisory Council, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3 Greenway Plaza, Suite 1776, Houston, TX 77046 |
| Phone | 713.574.6015 |
| Fax | 713.622.3950 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$494.9M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$494.9Mregulatory AUM
Discretionary $394.4MNon-discretionary $100.6M