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Portfolio Advisory Council, L.L.C.

● SEC registered since 1986CRD 107465SEC# 801-27691Houston, TX
Export (members)
Reg. AUM
$465M
Employees
9
Accounts
909
Location
Houston, TX

Portfolio Advisory Council, L.L.C. assets under management

Portfolio Advisory Council, L.L.C. is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 1986. It reports $465 million in regulatory assets under management and employs 9 people.
pacadvisory.comView on SEC.gov ↗

Portfolio Advisory Council, L.L.C. owners & executives

3 reported
NameTitleOwnershipSince
James William Hamilton ControlNon-Managing Partner25-50%1998
Philip Bruce Moran ControlManaging Partner, Compliance Officer25-50%1998
William Thomas Sutton ControlManaging Partner & Chief Compliance Officer25-50%1998

Frequently asked questions

How much does Portfolio Advisory Council, L.L.C. manage?

Portfolio Advisory Council, L.L.C. reports $465 million in regulatory assets under management on its Form ADV.

How many employees does Portfolio Advisory Council, L.L.C. have?

Portfolio Advisory Council, L.L.C. reports 9 employees.

Where is Portfolio Advisory Council, L.L.C. located?

Portfolio Advisory Council, L.L.C. is based in Houston, TX and has been SEC-registered since 1986.

Does Portfolio Advisory Council, L.L.C. disclose fund performance?

Portfolio Advisory Council, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3 Greenway Plaza, Suite 1776, Houston, TX 77046
Phone713.574.6015
Fax713.622.3950
Office hours8:30a.m.-5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$369.3M
Non-discretionary$95.8M
Total (RAUM)$465M