{
  "crd_number": 305082,
  "slug": "portfolio-logix-llc-missoula-mt-305082",
  "primary_business_name": "PORTFOLIO LOGIX, LLC",
  "legal_name": "PORTFOLIO LOGIX, LLC",
  "dbas": [],
  "city": "Missoula",
  "state": "MT",
  "country": "United States",
  "cbsa_code": "33540",
  "metro": {
    "cbsa_code": "33540",
    "common_name": "Missoula",
    "msa_name": "Missoula, MT",
    "path": "/advisors/mt/missoula"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2019-10-28",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 39488288.0,
  "raum_discretionary": 20443266.0,
  "raum_non_discretionary": 19045022.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 12296822.0,
      "count": 116
    },
    "high_net_worth_individuals": {
      "raum": 26753388.0,
      "count": 40
    },
    "corporations_other_businesses": {
      "raum": 438078.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "ID",
    "MT"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305082",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "MISSOULA",
  "url": "https://advisorcensus.com/firm/portfolio-logix-llc-missoula-mt-305082",
  "display_name": "Portfolio Logix, LLC",
  "summary": "Portfolio Logix, LLC is a state-registered investment advisory firm in Missoula, MT, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. Portfolio Logix, LLC (CRD 305082): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Portfolio Logix, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Portfolio Logix, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Portfolio Logix, LLC located?",
      "a": "Portfolio Logix, LLC's principal office is in Missoula, MT, according to its Form ADV."
    },
    {
      "q": "Is Portfolio Logix, LLC registered with the SEC or a state?",
      "a": "Portfolio Logix, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305082."
    },
    {
      "q": "How much does Portfolio Logix, LLC manage?",
      "a": "Portfolio Logix, LLC reports $39,488,288 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (52% discretionary)."
    },
    {
      "q": "What types of clients does Portfolio Logix, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (116); high net worth individuals (40)."
    },
    {
      "q": "Does Portfolio Logix, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305082"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/portfolio-logix-llc-missoula-mt-305082.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 116,
      "fewer_than_5": false,
      "raum": 12296822.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 40,
      "fewer_than_5": false,
      "raum": 26753388.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 438078.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/305082",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}