Advisorengine Portfolio Solutions Inc.

RIASEC RegisteredEst. 2025

Total AUM

$176M

Discretionary

$176M

100% of AUM

Avg account

$300K

Accounts

587

Employees

1

Advisory reps

6

Firm details

Headquarters: Raleigh, North Carolina
CRD number: 336317
Registered since: September 30, 2025
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Other Investment Advisers100%
Services: Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Advisorengine Portfolio Solutions Inc. is a corporation that acts as a capital allocator for institutional clients, registered with the SEC in 2025. The firm charges fees as a percentage of assets under management and focuses its advisory work on portfolio management for businesses and institutions and on selecting other investment advisers. It is not registered as a multi-state adviser, is not flagged as an active ESG investor, and does not list pension consulting or related-adviser activity. Ownership is identified as a domestic entity/individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities87%
US Government Bonds4%
Cash & Cash Equivalents4%
State & Local Bonds3%
Investment Grade Corp Bonds1%

Owners & executives

3 of 5

Richard Cancro
CEO and FounderCRD 2174025
Carly De Diego
Chief Administrative OfficerCRD 4744982
Beth Haddock
Chief Legal OfficerCRD 3017772

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Contacts

1 of 1

Joshua Monroe
CRD 8299298

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area: Raleigh-Durham-Cary, NC
Region: South
County: Wake
Address: 1616 E Millbrook Rd
Time zone: ET (UTC-5)
Office locations

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