Old Port Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, ME. Its latest Form ADV filing, dated March 25, 2026, reports $783M in regulatory assets under management, 13 employees, and 2,245 accounts.
Assets Under Management
$783M
Employees
13
Offices
--
Total Clients
856
Primary office
PORTLAND, ME
130 MIDDLE STREET, 2ND FLOOR, PORTLAND, ME, United States
Top client segmentIndividuals represent 70.2% of total clients.
Top client categories% of clientsClients
1
Individuals
70.2%
601
2
HNWI
25.1%
215
3
Pension Plans
4.0%
34
4
Corporations
0.7%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$783Mas of March 25, 2026
Discretionary93.1%
$729M
93% of total RAUM93.1%
Non-discretionary6.9%
$54M
7% of total RAUM6.9%
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$783M
Total Accounts2,245
10Y AUM Change+$250M (+46.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee66:1
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.