# Portfolio Advisors, Inc.

> Portfolio Advisors, Inc. is an SEC-registered investment advisory firm in Fresno, CA, registered since 1991, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 106111
- Filed as: PORTFOLIO ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fresno, CA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106111
- AdvisorCensus page: https://advisorcensus.com/firm/portfolio-advisors-inc-fresno-ca-106111

## Quick answers

**How is Portfolio Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Portfolio Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Portfolio Advisors, Inc. charge?**
Its Form ADV Part 2A brochure dated March 9, 2026 states: Hourly rate: $500 an hour (specific, project-based services); Flat fee: $1,000 (four (4) months of access to the Wealth.com platform); Flat fee: $250 (Additional four (4) month access extensions); Flat fee: $1,500 (each subject matter available for inclusion in a project-based engagement); Flat fee: $500 (each optional add-on); Hourly rate: $450 an hour (Estate Settlement services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Portfolio Advisors, Inc. located?**
Portfolio Advisors, Inc.'s principal office is in Fresno, CA, according to its Form ADV.

**Is Portfolio Advisors, Inc. registered with the SEC or a state?**
Portfolio Advisors, Inc. is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 106111.

**How much does Portfolio Advisors, Inc. manage?**
Portfolio Advisors, Inc. reports $261,154,540 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (0% discretionary).

**How have Portfolio Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Portfolio Advisors, Inc.: Regulatory assets under management: $205,010,504 in the October 2021 data and $261,154,540 in the October 2026 data, up 27%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Portfolio Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (158); high net worth individuals (80).

**Which custodians does Portfolio Advisors, Inc. use?**
Portfolio Advisors, Inc.'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 Portfolio Advisors, 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/106111

**What changed in Portfolio Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $224,251,297 to $261,154,540 (+16%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Hourly rate: $500 an hour (specific, project-based services)

> Registrant’s fees for speaking engagements are based upon a negotiable fee of $500 per hour.

- Flat fee: $1,000 (four (4) months of access to the Wealth.com platform)

> Upon engagement, Registrant provides clients with four (4) months of access to the Wealth.com platform for a fixed fee of $1,000, payable in advance by check. Additional four (4) month access extensions may be granted by Registrant, for an additional $250 per extension.

- Flat fee: $250 (Additional four (4) month access extensions)

> Upon engagement, Registrant provides clients with four (4) months of access to the Wealth.com platform for a fixed fee of $1,000, payable in advance by check. Additional four (4) month access extensions may be granted by Registrant, for an additional $250 per extension.

- Flat fee: $1,500 (each subject matter available for inclusion in a project-based engagement)

> Registrant charges fixed fees for its one-time project-based financial planning services. Each subject matter available for inclusion in a project-based engagement carries a $1,500 fixed fee, and each optional add-on is available for $500.

- Flat fee: $500 (each optional add-on)

> Registrant charges fixed fees for its one-time project-based financial planning services. Each subject matter available for inclusion in a project-based engagement carries a $1,500 fixed fee, and each optional add-on is available for $500.

- Hourly rate: $450 an hour (Estate Settlement services)

> Registrant’s fees for Estate Settlement services are based upon a negotiable fee of $450 per hour.

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: $261,154,540
- Discretionary: $0
- Non-discretionary: $261,154,540

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 158 | $61,714,112 |
| High net worth individuals | 80 | $196,874,300 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,177,935 |
| Charitable organizations | Fewer than 5 | $1,388,193 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 1991 (35 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- g.page/r/CWflSvbri2PDEBM/review
- portadvisors.com
- Facebook @PortAdvisors
- Instagram @portadvisors
- LinkedIn @15391054
- YouTube @UCZaTzfUbPvKFKcT3YxEcAAg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $205,010,504 | 6 | February 26, 2021 |
| October 2022 | $236,251,628 | 6 | March 10, 2022 |
| October 2023 | $196,750,557 | 5 | August 21, 2023 |
| October 2024 | $206,237,451 | 6 | May 1, 2024 |
| October 2025 | $224,251,297 | 7 | June 25, 2025 |
| October 2026 | $261,154,540 | 7 | March 10, 2026 |

Regulatory assets under management: $205,010,504 in the October 2021 data and $261,154,540 in the October 2026 data, up 27%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $224,251,297 to $261,154,540 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portfolio Advisors, Inc. (CRD 106111): Form ADV filing data as of October 2026.