# Painted Porch Advisors LLC

> 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.

- CRD: 304375
- Filed as: PAINTED PORCH ADVISORS LLC
- Also doing business as: PAINTED PORCH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Santa Barbara, CA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304375
- AdvisorCensus page: https://advisorcensus.com/firm/painted-porch-advisors-llc-santa-barbara-ca-304375

## Quick answers

**How is Painted Porch Advisors LLC compensated?**
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).

**How much does Painted Porch Advisors LLC charge?**
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.

**Where is Painted Porch Advisors LLC located?**
Painted Porch Advisors LLC's principal office is in Santa Barbara, CA, according to its Form ADV.

**Is Painted Porch Advisors LLC registered with the SEC or a state?**
Painted Porch Advisors LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 304375.

**How much does Painted Porch Advisors LLC manage?**
Painted Porch Advisors LLC reports $571,924,848 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Painted Porch Advisors LLC's assets and staff changed since 2022?**
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.

**What types of clients does Painted Porch Advisors LLC serve?**
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).

**Which custodians does Painted Porch Advisors LLC use?**
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.

**Does Painted Porch Advisors LLC 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/304375

**What changed in Painted Porch Advisors LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Flat fee: $7,500 a year (comprehensive services excluding investment management)

> For clients engaging us for comprehensive services excluding investment management, Painted Porch charges a flat fee of $7,500 per year.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

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: $571,924,848
- Discretionary: $571,924,848
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 185 | $63,725,446 |
| High net worth individuals | 107 | $497,864,402 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $10,335,000 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 21 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DC, FL, IL, MA, NE, NY, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- paintedporchadvisors.com
- LinkedIn @painted-porch-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $147,349,880 | 11 | March 1, 2022 |
| October 2023 | $234,503,128 | 12 | March 17, 2023 |
| October 2024 | $371,811,867 | 15 | July 26, 2024 |
| October 2025 | $518,150,822 | 19 | March 31, 2025 |
| October 2026 | $571,924,848 | 21 | March 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Painted Porch Advisors LLC (CRD 304375): Form ADV filing data as of October 2026.