# Portico Financial Group, LLC

> Portico Financial Group, LLC is a state-registered investment advisory firm, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 168810
- Filed as: PORTICO FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168810
- AdvisorCensus page: https://advisorcensus.com/firm/portico-financial-group-llc-168810

## Quick answers

**How is Portico Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Portico Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Portico Financial Group, LLC registered with the SEC or a state?**
Portico Financial Group, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168810.

**How much does Portico Financial Group, LLC manage?**
Portico Financial Group, LLC reports $29,169,106 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (94% discretionary).

**What types of clients does Portico Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (80); high net worth individuals (21); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Portico Financial Group, LLC report any disciplinary disclosures?**
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/168810

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $29,169,106
- Discretionary: $27,488,544
- Non-discretionary: $1,680,562

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 80 | $14,085,269 |
| High net worth individuals | 21 | $14,505,422 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $578,060 |
| Corporations or other businesses not listed above | 1 | $355 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2013 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- porticofinancialgroup.com
- Facebook facebook.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portico Financial Group, LLC (CRD 168810): Form ADV filing data as of October 2026.