AdvisorCensus / Financial advisors / California / San Francisco / Portfolio POV
Portfolio POV is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated September 25, 2026.
Quick answers
From the filingHow is Portfolio POV compensated?
On its Form ADV (Item 5.E, October 2026), Portfolio POV reports these compensation arrangements: fixed fees (other than subscription fees).
How much does Portfolio POV charge?
Its Form ADV Part 2A brochure dated May 19, 2026 states: Subscription: $18 a month (Basic plan); Subscription: $30 a month (Premium plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Portfolio POV located?
Portfolio POV's principal office is in San Francisco, CA, according to its Form ADV.
Is Portfolio POV registered with the SEC or a state?
Portfolio POV is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342386.
Does Portfolio POV 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/342386
Does Portfolio POV state an account minimum?
Its Form ADV Part 2A brochure dated May 19, 2026 says: "There is no minimum portfolio size or minimum investment required to use EF Portfolio's services."
What changed in Portfolio POV's recent Form ADV filings?
In the October 2026 filing data: Changed its legal name from Efportfolio LLC to Portfolio Point of View LLC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
There is no minimum portfolio size or minimum investment required to use EF Portfolio's services.
Subscription: $18 a month (Basic plan)
The brochure's wording
Basic $18.00 / month $180.00 / year (save ~17%) On-demand analyses; stock, ETF, mutual fund, and crypto recommendations
Subscription: $30 a month (Premium plan)
The brochure's wording
Premium $30.00 / month $300.00 / year (save ~17%) All Basic features; unlimited simulations; advanced portfolio optimization
As stated in the firm's Form ADV Part 2A brochure dated May 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Portfolio Point of View LLC
- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Changed its legal name from Efportfolio LLC to Portfolio Point of View LLC.
- June 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Portfolio POV (CRD 342386): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/portfolio-pov-san-francisco-ca-342386