PORTFOLIO ADVISORY COUNCIL, L.L.C.
Legal name: PORTFOLIO ADVISORY COUNCIL,L.L.C.
CRD #107465 SEC #801-27691 HOUSTON, TX 713.574.6015
SEC Registered Disclosures
Total AUM
$465M
Discretionary
$369.3M
Employees
9
Clients
251
Accounts
909
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $465M | $369.3M | $95.8M | 9 | 0 |
| Mar 2024 | $351.1M | $289.8M | $61.3M | 9 | 0 |
| Mar 2024 | $281.4M | $238.6M | $42.8M | 9 | 0 |
| Sep 2023 | $281.4M | $238.6M | $42.8M | 10 | 0 |
| Mar 2023 | $281.4M | $238.6M | $42.8M | 10 | 0 |
| Jul 2022 | $422.2M | $353.6M | $68.6M | 10 | 0 |
| Mar 2022 | $422.2M | $353.6M | $68.6M | 9 | 0 |
| Feb 2022 | $422.2M | $353.6M | $68.6M | 9 | 0 |
| Mar 2021 | $401.7M | $334.5M | $67.2M | 9 | 0 |
| Mar 2021 | $401.7M | $334.5M | $67.2M | 9 | 0 |
| Oct 2020 | $313.7M | $252.8M | $60.9M | 9 | 0 |
| Jun 2020 | $313.7M | $252.8M | $60.9M | 9 | 0 |
| Mar 2020 | $313.7M | $252.8M | $60.9M | 9 | 0 |
| Feb 2019 | $288.2M | $222.4M | $65.8M | 9 | 0 |
| Jul 2018 | $284.8M | $232M | $52.8M | 9 | 0 |
| Mar 2018 | $284.8M | $232M | $52.8M | 9 | 0 |
| Mar 2018 | $284.8M | $232M | $52.8M | 9 | 0 |
| Mar 2018 | $284.8M | $232M | $52.8M | 9 | 0 |
| Nov 2017 | $416.6M | $239.2M | $177.3M | 9 | 0 |
| Jul 2017 | $416.6M | $239.2M | $177.3M | 9 | 425 |
| Jul 2017 | $416.6M | $239.2M | $177.3M | 9 | 425 |
| Mar 2017 | $416.6M | $239.2M | $177.3M | 9 | 425 |
| Mar 2016 | $243.2M | $237.5M | $5.7M | 9 | 425 |
| Mar 2015 | $402.1M | $228.2M | $173.9M | 6 | 874 |
| Feb 2014 | $330.3M | $172.5M | $157.9M | 6 | 793 |
| Apr 2013 | $307.3M | $162.4M | $144.8M | 6 | 793 |
| Feb 2013 | $318.9M | $178.3M | $140.7M | 6 | 793 |
| Sep 2012 | $299.3M | $159.4M | $139.9M | 6 | 500 |
| Apr 2012 | $299.3M | $159.4M | $139.9M | 6 | 500 |
| Mar 2011 | $307.3M | $162.4M | $144.8M | 10 | -- |
| Aug 2010 | $296.5M | $153.7M | $142.8M | 10 | -- |
| Mar 2007 | $192.5M | $54.7M | $137.8M | 10 | -- |
| Nov 2006 | $183.2M | $0 | $183.2M | 10 | -- |
| Sep 2005 | $128.4M | $0 | $128.4M | 10 | -- |
| Sep 2004 | $105.3M | $0 | $105.3M | 10 | -- |
DateMar 2025
Total AUM$465M
Discretionary$369.3M
Non-Disc.$95.8M
Employees9
Clients0
DateMar 2024
Total AUM$351.1M
Discretionary$289.8M
Non-Disc.$61.3M
Employees9
Clients0
DateMar 2024
Total AUM$281.4M
Discretionary$238.6M
Non-Disc.$42.8M
Employees9
Clients0
DateSep 2023
Total AUM$281.4M
Discretionary$238.6M
Non-Disc.$42.8M
Employees10
Clients0
DateMar 2023
Total AUM$281.4M
Discretionary$238.6M
Non-Disc.$42.8M
Employees10
Clients0
DateJul 2022
Total AUM$422.2M
Discretionary$353.6M
Non-Disc.$68.6M
Employees10
Clients0
DateMar 2022
Total AUM$422.2M
Discretionary$353.6M
Non-Disc.$68.6M
Employees9
Clients0
DateFeb 2022
Total AUM$422.2M
Discretionary$353.6M
Non-Disc.$68.6M
Employees9
Clients0
DateMar 2021
Total AUM$401.7M
Discretionary$334.5M
Non-Disc.$67.2M
Employees9
Clients0
DateMar 2021
Total AUM$401.7M
Discretionary$334.5M
Non-Disc.$67.2M
Employees9
Clients0
DateOct 2020
Total AUM$313.7M
Discretionary$252.8M
Non-Disc.$60.9M
Employees9
Clients0
DateJun 2020
Total AUM$313.7M
Discretionary$252.8M
Non-Disc.$60.9M
Employees9
Clients0
DateMar 2020
Total AUM$313.7M
Discretionary$252.8M
Non-Disc.$60.9M
Employees9
Clients0
DateFeb 2019
Total AUM$288.2M
Discretionary$222.4M
Non-Disc.$65.8M
Employees9
Clients0
DateJul 2018
Total AUM$284.8M
Discretionary$232M
Non-Disc.$52.8M
Employees9
Clients0
DateMar 2018
Total AUM$284.8M
Discretionary$232M
Non-Disc.$52.8M
Employees9
Clients0
DateMar 2018
Total AUM$284.8M
Discretionary$232M
Non-Disc.$52.8M
Employees9
Clients0
DateMar 2018
Total AUM$284.8M
Discretionary$232M
Non-Disc.$52.8M
Employees9
Clients0
DateNov 2017
Total AUM$416.6M
Discretionary$239.2M
Non-Disc.$177.3M
Employees9
Clients0
DateJul 2017
Total AUM$416.6M
Discretionary$239.2M
Non-Disc.$177.3M
Employees9
Clients425
DateJul 2017
Total AUM$416.6M
Discretionary$239.2M
Non-Disc.$177.3M
Employees9
Clients425
DateMar 2017
Total AUM$416.6M
Discretionary$239.2M
Non-Disc.$177.3M
Employees9
Clients425
DateMar 2016
Total AUM$243.2M
Discretionary$237.5M
Non-Disc.$5.7M
Employees9
Clients425
DateMar 2015
Total AUM$402.1M
Discretionary$228.2M
Non-Disc.$173.9M
Employees6
Clients874
DateFeb 2014
Total AUM$330.3M
Discretionary$172.5M
Non-Disc.$157.9M
Employees6
Clients793
DateApr 2013
Total AUM$307.3M
Discretionary$162.4M
Non-Disc.$144.8M
Employees6
Clients793
DateFeb 2013
Total AUM$318.9M
Discretionary$178.3M
Non-Disc.$140.7M
Employees6
Clients793
DateSep 2012
Total AUM$299.3M
Discretionary$159.4M
Non-Disc.$139.9M
Employees6
Clients500
DateApr 2012
Total AUM$299.3M
Discretionary$159.4M
Non-Disc.$139.9M
Employees6
Clients500
DateMar 2011
Total AUM$307.3M
Discretionary$162.4M
Non-Disc.$144.8M
Employees10
Clients--
DateAug 2010
Total AUM$296.5M
Discretionary$153.7M
Non-Disc.$142.8M
Employees10
Clients--
DateMar 2007
Total AUM$192.5M
Discretionary$54.7M
Non-Disc.$137.8M
Employees10
Clients--
DateNov 2006
Total AUM$183.2M
Discretionary$0
Non-Disc.$183.2M
Employees10
Clients--
DateSep 2005
Total AUM$128.4M
Discretionary$0
Non-Disc.$128.4M
Employees10
Clients--
DateSep 2004
Total AUM$105.3M
Discretionary$0
Non-Disc.$105.3M
Employees10
Clients--