OLD PORT ADVISORS, INC
Legal name: OLD PORT ADVISORS
CRD #108228 SEC #801-60130 PORTLAND, ME 207-774-6552
SEC Registered
Total AUM
$746.4M
Discretionary
$701.2M
Employees
16
Clients
10
Accounts
2,442
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maine
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 29, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLY, ERICA, MORGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLY, ERICA, MORGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLY, ERICA, MORGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLY, ERICA, MORGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLY, ERICA, MORGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLY, ERICA, MORGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLY, ERICA, MORGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLY, ERICA, MORGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLY, ERICA, MORGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLY, ERICA, MORGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLY, ERICA, MORGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLY, ERICA, MORGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLY, ERICA, MORGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLY, ERICA, MORGAN | I | CLIENT RELATIONSHIP MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BLY, ERICA, MORGAN | I | CLIENT RELATIONSHIP MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BLY, ERICA, MORGAN | I | CLIENT RELATIONSHIP MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIES, FRANCIS, J | I | VICE PRESIDENT - PORTFOLIO MANAGER | NA | |
| DIBNER, CHARLES, WILLIAM | I | EXEC. VP | NA | Control |
| DIBNER, CHARLES, WILLIAM | I | EXEC. VP | NA | Control |
| KENYON, JAKE, THOMAS | I | EXECUTIVE VICE PRESIDENT | NA | |
| KENYON, JAKE, THOMAS | I | EXECUTIVE VICE PRESIDENT | NA | |
| KENYON, JAKE, THOMAS | I | EXECUTIVE VICE PRESIDENT | NA | |
| KENYON, JAKE, THOMAS | I | EXECUTIVE VICE PRESIDENT | NA | |
| KENYON, JAKE, THOMAS | I | EXECUTIVE VICE PRESIDENT | NA | |
| KENYON, JAKE, THOMAS | I | EXECUTIVE VICE PRESIDENT | NA | |
| KENYON, JAKE, THOMAS | I | EXECUTIVE VICE PRESIDENT | NA | |
| MANGINO, KAREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MANGINO, KAREN, LINDQUIST | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MANGINO, KAREN, LINDQUIST | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, TRACY, WARREN | I | VICE PRESIDENT | NA | Control |
| ROGERS, TRACY, WARREN | I | VICE PRESIDENT | NA | Control |
| ROGERS, TRACY, WARREN | I | VICE PRESIDENT | NA | Control |
| ROGERS, TRACY, WARREN | I | VICE PRESIDENT | NA | Control |
| ROGERS, TRACY, WARREN | I | VICE PRESIDENT | NA | Control |
| ROGERS, TRACY, WARREN | I | VICE PRESIDENT | NA | Control |
| ROGERS, TRACY, WARREN | I | VICE PRESIDENT | NA | Control |
| ROGERS, TRACY, WARREN | I | VICE PRESIDENT | NA | Control |
| ROGERS, TRACY, WARREN | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT AND MANAGING DIRECTOR | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT AND MANAGING DIRECTOR | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT AND MANAGING DIRECTOR | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT AND MANAGING DIRECTOR | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT AND MANAGING DIRECTOR | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT AND MANAGING DIRECTOR | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT AND MANAGING DIRECTOR | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT AND MANAGING DIRECTOR | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT AND MANAGING DIRECTOR | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT AND MANAGING DIRECTOR | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT AND MANAGING DIRECTOR | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT AND MANAGING DIRECTOR | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT AND MANAGING DIRECTOR | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT AND MANAGING DIRECTOR | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT AND MANAGING DIRECTOR | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT AND MANAGING DIRECTOR | E | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT, TREASURER, AND SECRETARY | D | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT, TREASURER, AND SECRETARY | D | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT, TREASURER, AND SECRETARY | D | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT, TREASURER, AND SECRETARY | D | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT, TREASURER, AND SECRETARY | D | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT, TREASURER, AND SECRETARY | D | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT, TREASURER, AND SECRETARY | D | Control |
| THURSTON, DEBORAH, L | I | DIRECTOR | C | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | C | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | C | Control |
| WILLIAMS, FREDRIC, WALLACE | I | PRESIDENT | C | Control |
| FOSTER, JASON, EDWARD | I | EXECUTIVE VICE PRESIDENT | B | |
| FOSTER, JASON, EDWARD | I | EXECUTIVE VICE PRESIDENT | B | |
| FOSTER, JASON, EDWARD | I | EXECUTIVE VICE PRESIDENT | B | |
| FOSTER, JASON, EDWARD | I | EXECUTIVE VICE PRESIDENT | B | |
| FOSTER, JASON, EDWARD | I | EXECUTIVE VICE PRESIDENT | B | |
| FOSTER, JASON, EDWARD | I | EXECUTIVE VICE PRESIDENT | B | |
| FOSTER, JASON, EDWARD | I | EXECUTIVE VICE PRESIDENT | B | |
| ROGERS, TRACY, WARREN | I | EXECUTIVE VICE PRESIDENT | B | |
| ROGERS, TRACY, WARREN | I | EXECUTIVE VICE PRESIDENT | B | |
| ROGERS, TRACY, WARREN | I | EXECUTIVE VICE PRESIDENT | B | |
| ROGERS, TRACY, WARREN | I | EXECUTIVE VICE PRESIDENT | B | |
| ROGERS, TRACY, WARREN | I | EXECUTIVE VICE PRESIDENT | B | |
| ROGERS, TRACY, WARREN | I | EXECUTIVE VICE PRESIDENT | B | |
| ROGERS, TRACY, WARREN | I | EXECUTIVE VICE PRESIDENT | B | |
| DAIGLE, BEN, WEYLIN | I | EXECUTIVE VICE PRESIDENT | A | |
| DAIGLE, BEN, WEYLIN | I | EXECUTIVE VICE PRESIDENT | A | |
| DAIGLE, BEN, WEYLIN | I | EXECUTIVE VICE PRESIDENT | A | |
| DAIGLE, BEN, WEYLIN | I | EXECUTIVE VICE PRESIDENT | A | |
| DAIGLE, BEN, WEYLIN | I | EXECUTIVE VICE PRESIDENT | A | |
| DAIGLE, BEN, WEYLIN | I | EXECUTIVE VICE PRESIDENT | A | |
| DAIGLE, BEN, WEYLIN | I | EXECUTIVE VICE PRESIDENT | A |
Registrations
Federal
IA
Jul 29, 2025 REGISTERED
Notice Filings (14)
AZ CA CO FL GA MA ME NC NH NY PA SC TX VA
Address
130 MIDDLE STREET2ND FLOOR
PORTLAND, ME 04101-7104
United States
Phone: 207-774-6552