Painted Porch Advisors LLC

RIASEC RegisteredEst. 2021

Total AUM

$572M

Discretionary

$572M

100% of AUM

Avg account

$710K

Accounts

806

Employees

Advisory reps

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

FINTRX

Overview

Painted Porch Advisors LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. Ownership is held by an individual and the firm serves both individual/family and institutional clients. Its advisory scope includes financial planning plus discretionary portfolio management for individuals, small businesses, pooled investment vehicles, and other businesses or institutions. Fee arrangements combine a percentage-of-AUM model with fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser on its filings. Painted Porch also acts in sponsor and general partner roles for pooled investment vehicles, indicating it both advises and can take on manager responsibilities for private funds it offers or manages.