Portfolio Advisory Council,L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 11, 2026, reports $495M in regulatory assets under management, 9 employees, and 971 accounts.
Assets Under Management
$495M
Employees
9
Offices
--
Total Clients
567
Primary office
HOUSTON, TX
3 GREENWAY PLAZA, SUITE 1776, HOUSTON, TX, United States
Top client segmentIndividuals represent 74.1% of total clients.
Top client categories% of clientsClients
1
Individuals
74.1%
420
2
HNWI
22.9%
130
3
Pension Plans
3.0%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$495Mas of March 11, 2026
Discretionary79.7%
$394M
80% of total RAUM79.7%
Non-discretionary20.3%
$101M
20% of total RAUM20.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$495M
Total Accounts971
10Y AUM Change+$78M (+18.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee63:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.