# Advisorengine Portfolio Solutions Inc.

> 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.

- CRD: 336317
- Filed as: ADVISORENGINE PORTFOLIO SOLUTIONS INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336317
- AdvisorCensus page: https://advisorcensus.com/firm/advisorengine-portfolio-solutions-inc-raleigh-nc-336317

## Quick answers

**How is Advisorengine Portfolio Solutions Inc. compensated?**
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.

**Where is Advisorengine Portfolio Solutions Inc. located?**
Advisorengine Portfolio Solutions Inc.'s principal office is in Raleigh, NC, according to its Form ADV.

**Is Advisorengine Portfolio Solutions Inc. registered with the SEC or a state?**
Advisorengine Portfolio Solutions Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336317.

**How much does Advisorengine Portfolio Solutions Inc. manage?**
Advisorengine Portfolio Solutions Inc. reports $331,258,026 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**What types of clients does Advisorengine Portfolio Solutions Inc. serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (4).

**Which custodians does Advisorengine Portfolio Solutions Inc. use?**
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.

**Does Advisorengine Portfolio Solutions Inc. report any disciplinary disclosures?**
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

**What changed in Advisorengine Portfolio Solutions Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $176,392,715 to $331,258,026 (+88%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity

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.

### Regulatory assets under management (Item 5.F)
- Total: $331,258,026
- Discretionary: $331,258,026
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | 4 | $331,258,026 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- advisorengine-portfolio-solutions.com
- LinkedIn @advisorengine-portfolio-solutions

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $176,392,715 to $331,258,026 (+88%).

### July 2026
- 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).

### May 2026
- Regulatory assets under management went from $35,027,210 to $103,443,430 (+195%).

### February 2026
- Registered or notice-filed in NY.

### January 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advisorengine Portfolio Solutions Inc. (CRD 336317): Form ADV filing data as of October 2026.