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
Website: advisorengine-portfolio-solutions.com
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 operating as an institutional registered investment adviser that manages portfolios for businesses and other institutions and selects outside advisers on clients' behalf. The firm bills fees as a percentage of assets under management and describes itself as a capital allocator serving an institutional client base. The firm is SEC-registered (registration listed in 2025) and is organized with domestic entity and individual ownership elements. It does not identify as an active ESG investor and is not a multi-state adviser.

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 6

Michael Durette
Chief Revenue OfficerCRD 4935253
Richard Cancro
CEO and FounderCRD 2174025
Craig Ramsey
Chief Operating OfficerCRD 8090295

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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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