SEC Form ADV

PORTFOLIO ADVISORY COUNCIL,L.L.C.

Firm profile: Portfolio Advisory Council — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTX

$494.9M

Assets Under Management

971

Total Clients

Employees

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Registration Details

Accession: CRD-107465
Location: HOUSTON, TX
Filing Date: March 11, 2026
AUM: $494.9M
Total Clients: 971
Institutional Clients: 17
Employees: 9
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

PORTFOLIO ADVISORY COUNCIL,L.L.C. is a registered investment adviser headquartered in HOUSTON, TX, managing approximately $494.9M in assets across 971 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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