SUCCESSFUL PORTFOLIOS LLC

Overview

Successful Portfolios LLC is an independent registered investment adviser that manages discretionary and non‑discretionary portfolios for individuals, families and institutions. The firm combines broad-market exchange‑traded products with individual equities and sponsor‑managed pooled vehicles; its filings show a clear tilt toward equity exposures delivered via ETFs as the core, with select stock holdings used for tactical or concentrated positions. Advisory services include financial planning and portfolio management for individuals, small businesses, pooled investment vehicles and institutional clients. The firm also serves as sponsor, general partner and managing member of pooled funds it advises, and its fee schedule can include percentage‑of‑AUM fees, hourly charges and performance‑based fees for certain arrangements. Successful Portfolios does not identify as an active ESG investor and is not registered as a multi‑state adviser. The firm’s structure is a privately owned limited liability company with an individual owner. Its activity profile points to a core‑and‑satellite approach: broad ETF exposures form the backbone while private pooled vehicles and individual equities provide higher‑conviction or differentiated return streams.

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Public Holdings

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Location & Offices