{
  "crd_number": 337318,
  "slug": "portfolio-guide-337318",
  "primary_business_name": "PORTFOLIO GUIDE",
  "legal_name": "PORTFOLIO GUIDE LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-08-12",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-05-29",
  "carried_forward": false,
  "raum_total": 900000.0,
  "raum_discretionary": 900000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 900000.0,
      "count": 4
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MO"
  ],
  "websites": [
    "https://linkedin.com/company/portfolio-guide",
    "https://portfolioguide.com",
    "https://x.com/ThePortfolioG"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337318",
  "listing_state": "MO",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/portfolio-guide-337318",
  "display_name": "Portfolio Guide",
  "summary": "Portfolio Guide is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 29, 2026.",
  "citation": "AdvisorCensus. Portfolio Guide (CRD 337318): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Portfolio Guide compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Portfolio Guide reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Portfolio Guide registered with the SEC or a state?",
      "a": "Portfolio Guide is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337318."
    },
    {
      "q": "How much does Portfolio Guide manage?",
      "a": "Portfolio Guide reports $900,000 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Portfolio Guide serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4)."
    },
    {
      "q": "Does Portfolio Guide report any disciplinary disclosures?",
      "a": "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/337318"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/portfolio-guide-337318.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 900000.0
    }
  ],
  "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/337318",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}