Porter Avenue Capital Management, LLC

RIASEC Registered
Total AUM
$10.8M
Discretionary
$10.8M
100% of AUM
Avg account
$82.8K
Accounts
131
Employees
2
Advisory reps
1

Firm details

Headquarters
Alto Pass, Illinois
CRD number
167006
Custodians
ALTRUIST FINANCIAL LLC, INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Porter Avenue Capital Management, LLC is an independent registered investment adviser operating as an LLC and held by an individual owner. The firm focuses on serving individual and family clients, with advisory work centered on financial planning and portfolio management for individuals and small businesses. Its fee model combines an advisory percentage of assets under management with hourly billing for certain services. The firm does not market itself as a capital allocator, is not positioned as an active ESG investor, and is not identified as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 25%75%
  • Exchange Traded Equities75%
  • US Government Bonds25%

Contacts

1 of 1
  • Matthew Engbring

    Matthew Engbring

    CCO, Managing MemberCRD 6168969

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Alto Pass, IL

Union

Location

Alto Pass, IL

Headquartered in Alto Pass, IL, in the Midwest of the United States.

Region
Midwest
County
Union
Address
25 N Elm St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth