# 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.

- CRD: 342386
- Filed as: PORTFOLIO POV
- Legal name: Portfolio Point of View LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342386
- AdvisorCensus page: https://advisorcensus.com/firm/portfolio-pov-san-francisco-ca-342386

## Quick answers

**How 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: $180 a year (Basic plan); Subscription: $30 a month (Premium plan); Subscription: $300 a year (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

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

### Fees and minimums (Form ADV Part 2A brochure dated May 19, 2026)

- Account minimum: None

> There is no minimum portfolio size or minimum investment required to use EF Portfolio's services.

- Subscription: $18 a month (Basic plan)

> Basic $18.00 / month $180.00 / year (save ~17%) On-demand analyses; stock, ETF, mutual fund, and crypto recommendations

- Subscription: $180 a year (Basic plan)

> 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)

> Premium $30.00 / month $300.00 / year (save ~17%) All Basic features; unlimited simulations; advanced portfolio optimization

- Subscription: $300 a year (Premium plan)

> Premium $30.00 / month $300.00 / year (save ~17%) All Basic features; unlimited simulations; advanced portfolio optimization

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portfolio POV (CRD 342386): Form ADV filing data as of October 2026.