AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Florida / Krishna Portfolio Management

Krishna Portfolio Management

Registered in FloridaState-registered investment adviserCRD 334486

Filed as KRISHNA PORTFOLIO MANAGEMENT · Legal name Krishna Portfolio Management LLC

Krishna Portfolio Management is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

1 year
registered since 2025
$2,886,114
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Krishna Portfolio Management compensated?

On its Form ADV (Item 5.E, October 2026), Krishna Portfolio Management reports these compensation arrangements: a percentage of assets under its management.

Is Krishna Portfolio Management registered with the SEC or a state?

Krishna Portfolio Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334486.

How much does Krishna Portfolio Management manage?

Krishna Portfolio Management reports $2,886,114 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

What types of clients does Krishna Portfolio Management serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); charitable organizations (1); corporations or other businesses not listed above (1).

Does Krishna Portfolio Management report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334486

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$2,886,114

$2,886,114 as of October 2026, filing dated September 30, 2026.

Discretionary: $2,886,114.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 10 Assets $1,817,921 (63%)
Charitable organizations
Clients 1 Assets $836,577 (29%)
Corporations or other businesses not listed above
Clients 1 Assets $231,616 (8%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients

Registration and firm details

Items 1, 2, 5
Legal name
Krishna Portfolio Management LLC
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2025 (1 year)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
FL

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
krishnaportfoliomanagement.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Krishna Portfolio Management (CRD 334486): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/krishna-portfolio-management-334486