# Performance Tracking Inc.

> Performance Tracking Inc. is a state-registered investment advisory firm, registered since 1992, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 116575
- Filed as: PERFORMANCE TRACKING INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116575
- AdvisorCensus page: https://advisorcensus.com/firm/performance-tracking-inc-116575

## Quick answers

**How is Performance Tracking Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Performance Tracking Inc. reports these compensation arrangements: a percentage of assets under its management.

**Is Performance Tracking Inc. registered with the SEC or a state?**
Performance Tracking Inc. is a state-registered investment advisory firm, registered since 1992. Status as filed: APPROVED. CRD 116575.

**How much does Performance Tracking Inc. manage?**
Performance Tracking Inc. reports $61,240,016 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (100% discretionary).

**What types of clients does Performance Tracking Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (92).

**Does Performance Tracking Inc. 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/116575

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $61,240,016
- Discretionary: $61,240,016
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 92 | $61,240,016 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1992 (34 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ptportfolios.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Performance Tracking Inc. (CRD 116575): Form ADV filing data as of October 2026.