E6 PORTFOLIOS

RIASEC RegisteredEst. 2023
Total AUM
$239M
Discretionary
$239M
100% of AUM
Avg account
$134K
Accounts
1,785
Employees
9
Advisory reps
4

Firm details

Headquarters
MIDVALE, Utah
CRD number
326617
Registered since
July 13, 2023
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals58.74%
  • HNWI40.19%
  • Charitable Organizations0.99%
  • Corporations / Businesses0.09%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

E6 Portfolios LLC is an SEC-registered investment adviser (registration year 2023) organized as a limited liability company that serves individual and family clients. The firm provides discretionary portfolio management for individuals and small businesses and also performs selection of other advisers, indicating a blended model of direct portfolio management and third‑party manager allocation. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm is flagged as an active ESG investor and is identified as a capital allocator; industry affiliations listed include relationships with a broker‑dealer, another investment adviser, and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, Cash & Cash Equivalents 14%, Exchange Traded Equities 13%73%
  • Public Funds/Mutual Funds73%
  • Cash & Cash Equivalents14%
  • Exchange Traded Equities13%

Owners & executives

2 of 2
  • Monica Akbar

    Chief Compliance OfficerCRD 6262432

  • ROY JONES

    Co-Founder & COOCRD 3166097

Contacts

2 of 2
  • JOSHUA JONES

    President, Co-FounderCRD 5139521

  • Jason Lindquist

    Director of InvestmentsCRD 5728205

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 37

Active vs passive

$94.7M in ETFs

Passive

10%

$9.8M

Active

89%

$84.9M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$17.7M456,15518.72%

Location

Primary office

MIDVALE, UT

SALT LAKE

Location

MIDVALE, UT

Headquartered in MIDVALE, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
6900 S 900 E
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth