PAINTED PORCH ADVISORS LLC
Firm details
- Headquarters
- SANTA BARBARA, California
- CRD number
- 304375
- Registered since
- December 10, 2021
- Website
- paintedporchadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.05%
- Individuals11.14%
- Pooled Investment Vehicles1.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Painted Porch Advisors LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves both individual/family and institutional clients and bills clients through a mix of AUM-based fees and fixed-fee arrangements. Its advisory scope includes comprehensive financial planning and discretionary portfolio management for individuals, small businesses, pooled investment vehicles, and institutional or business clients. The firm is not identified as an active ESG investor and is described as not acting primarily as a capital allocator; it also lists roles as sponsor, general partner, and managing member of pooled investment vehicles, indicating it both advises and sponsors private funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds42%
- Exchange Traded Equities38%
- Cash & Cash Equivalents18%
- US Government Bonds2%
Owners & executives
1 of 1BRIAN LLOYD
Founder & CEOCRD 2917103
Contacts
3 of 13ZACHARY PHILIPP
Associate AdvisorCRD 8093104
CARSON HANSEN
AnalystCRD 8058747
DALE COCKRELL
Senior AdvisorCRD 2319020
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$115M in ETFs
99%
$113M
1%
$1.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P SMALL-CAP ETF (IJR) | BlackRock | Passive | Small Blend | $40.1M | 322,311 | 34.89% |
Location
SANTA BARBARA, CA
SANTA BARBARA
Location
SANTA BARBARA, CA
Headquartered in SANTA BARBARA, CA, in the West of the United States.
- Region
- West
- County
- SANTA BARBARA
- Address
- 115 S Lane Cumbre Ln
- Time zone
- PT (UTC-8)
- Office locations
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