# Portfolio Advisory Partners

> Portfolio Advisory Partners is an SEC-registered investment advisory firm in North Brunswick, NJ, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated September 17, 2026.

- CRD: 336215
- Filed as: PORTFOLIO ADVISORY PARTNERS
- Legal name: Portfolio Advisory Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: North Brunswick, NJ
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336215
- AdvisorCensus page: https://advisorcensus.com/firm/portfolio-advisory-partners-north-brunswick-nj-336215

## Quick answers

**How is Portfolio Advisory Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Portfolio Advisory Partners reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Portfolio Advisory Partners located?**
Portfolio Advisory Partners' principal office is in North Brunswick, NJ, according to its Form ADV.

**Is Portfolio Advisory Partners registered with the SEC or a state?**
Portfolio Advisory Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 336215.

**Does Portfolio Advisory Partners 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/336215

**What changed in Portfolio Advisory Partners' recent Form ADV filings?**
In the October 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portfolio Advisory Partners (CRD 336215): Form ADV filing data as of October 2026.