{
  "crd_number": 336317,
  "slug": "advisorengine-portfolio-solutions-inc-raleigh-nc-336317",
  "primary_business_name": "ADVISORENGINE PORTFOLIO SOLUTIONS INC.",
  "legal_name": "ADVISORENGINE PORTFOLIO SOLUTIONS INC.",
  "dbas": [],
  "city": "Raleigh",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "39580",
  "metro": {
    "cbsa_code": "39580",
    "common_name": "Raleigh",
    "msa_name": "Raleigh-Cary, NC",
    "path": "/advisors/nc/raleigh"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-09-30",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-10-01",
  "carried_forward": false,
  "raum_total": 331258026.0,
  "raum_discretionary": 331258026.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": 331258026.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NC",
    "NY"
  ],
  "websites": [
    "https://advisorengine-portfolio-solutions.com",
    "https://linkedin.com/company/advisorengine-portfolio-solutions"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336317",
  "city_as_filed": "RALEIGH",
  "url": "https://advisorcensus.com/firm/advisorengine-portfolio-solutions-inc-raleigh-nc-336317",
  "display_name": "Advisorengine Portfolio Solutions Inc.",
  "summary": "Advisorengine Portfolio Solutions Inc. is an SEC-registered investment advisory firm in Raleigh, NC, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.",
  "citation": "AdvisorCensus. Advisorengine Portfolio Solutions Inc. (CRD 336317): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Advisorengine Portfolio Solutions Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Advisorengine Portfolio Solutions Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Advisorengine Portfolio Solutions Inc. located?",
      "a": "Advisorengine Portfolio Solutions Inc.'s principal office is in Raleigh, NC, according to its Form ADV."
    },
    {
      "q": "Is Advisorengine Portfolio Solutions Inc. registered with the SEC or a state?",
      "a": "Advisorengine Portfolio Solutions Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336317."
    },
    {
      "q": "How much does Advisorengine Portfolio Solutions Inc. manage?",
      "a": "Advisorengine Portfolio Solutions Inc. reports $331,258,026 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Advisorengine Portfolio Solutions Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: other investment advisers (4)."
    },
    {
      "q": "Which custodians does Advisorengine Portfolio Solutions Inc. use?",
      "a": "Advisorengine Portfolio Solutions Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Advisorengine Portfolio Solutions Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336317"
    },
    {
      "q": "What changed in Advisorengine Portfolio Solutions Inc.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $176,392,715 to $331,258,026 (+88%)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $176,392,715 to $331,258,026 (+88%)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 1.",
        "Regulatory assets under management went from $103,443,430 to $176,392,715 (+71%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Regulatory assets under management went from $35,027,210 to $103,443,430 (+195%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in NY."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity",
      "name_as_filed": "FIDELITY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/advisorengine-portfolio-solutions-inc-raleigh-nc-336317.md",
  "clients": [
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 4,
      "fewer_than_5": true,
      "raum": 331258026.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336317",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}