{
  "crd_number": 304375,
  "slug": "painted-porch-advisors-llc-santa-barbara-ca-304375",
  "primary_business_name": "PAINTED PORCH ADVISORS LLC",
  "legal_name": "PAINTED PORCH ADVISORS LLC",
  "dbas": [
    "PAINTED PORCH"
  ],
  "city": "Santa Barbara",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "42200",
  "metro": {
    "cbsa_code": "42200",
    "common_name": "Santa Maria",
    "msa_name": "Santa Maria-Santa Barbara, CA",
    "path": "/advisors/ca/santa-maria"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-12-10",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 571924848.0,
  "raum_discretionary": 571924848.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 21,
  "advisory_employees": 13,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 63725446.0,
      "count": 185
    },
    "high_net_worth_individuals": {
      "raum": 497864402.0,
      "count": 107
    },
    "pooled_investment_vehicles": {
      "raum": 10335000.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "DC",
    "FL",
    "IL",
    "MA",
    "NE",
    "NY",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://linkedin.com/company/painted-porch-advisors-llc?trk=public_profile_topcard_current_company",
    "https://paintedporchadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304375",
  "city_as_filed": "SANTA BARBARA",
  "url": "https://advisorcensus.com/firm/painted-porch-advisors-llc-santa-barbara-ca-304375",
  "display_name": "Painted Porch Advisors LLC",
  "summary": "Painted Porch Advisors LLC is an SEC-registered investment advisory firm in Santa Barbara, CA, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Painted Porch Advisors LLC (CRD 304375): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Painted Porch Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Painted Porch Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Painted Porch Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 states: Flat fee: $7,500 a year (comprehensive services excluding investment management). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Painted Porch Advisors LLC located?",
      "a": "Painted Porch Advisors LLC's principal office is in Santa Barbara, CA, according to its Form ADV."
    },
    {
      "q": "Is Painted Porch Advisors LLC registered with the SEC or a state?",
      "a": "Painted Porch Advisors LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 304375."
    },
    {
      "q": "How much does Painted Porch Advisors LLC manage?",
      "a": "Painted Porch Advisors LLC reports $571,924,848 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Painted Porch Advisors LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Painted Porch Advisors LLC: Regulatory assets under management: $147,349,880 in the October 2022 data and $571,924,848 in the October 2026 data, up 288%. Total employees: 11 in October 2022 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Painted Porch Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (185); high net worth individuals (107); pooled investment vehicles (other than investment companies and business development companies) (5)."
    },
    {
      "q": "Which custodians does Painted Porch Advisors LLC use?",
      "a": "Painted Porch Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Painted Porch Advisors LLC 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/304375"
    },
    {
      "q": "What changed in Painted Porch Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 9 to 13. Regulatory assets under management went from $518,150,822 to $571,924,848 (+10%). Registered or notice-filed in DC."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 147349880.0,
      "total_employees": 11,
      "filing_date": "2022-03-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 234503128.0,
      "total_employees": 12,
      "filing_date": "2023-03-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 371811867.0,
      "total_employees": 15,
      "filing_date": "2024-07-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 518150822.0,
      "total_employees": 19,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 571924848.0,
      "total_employees": 21,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 13.",
        "Regulatory assets under management went from $518,150,822 to $571,924,848 (+10%).",
        "Registered or notice-filed in DC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $7,500 a year (comprehensive services excluding investment management)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $7,500 a year (comprehensive services excluding investment management)"
        ],
        "quotes": [
          "For clients engaging us for comprehensive services excluding investment management, Painted Porch charges a flat fee of $7,500 per year."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 7500.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "comprehensive services excluding investment management"
        }
      ]
    },
    "quotes": [
      "For clients engaging us for comprehensive services excluding investment management, Painted Porch charges a flat fee of $7,500 per year."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/painted-porch-advisors-llc-santa-barbara-ca-304375.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 185,
      "fewer_than_5": false,
      "raum": 63725446.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 107,
      "fewer_than_5": false,
      "raum": 497864402.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 10335000.0
    }
  ],
  "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/304375",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}