# Portland Investment Advisors, LLC.

> Portland Investment Advisors, LLC. is a state-registered investment advisory firm in Island Falls, ME, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 168536
- Filed as: PORTLAND INVESTMENT ADVISORS, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Island Falls, ME
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168536
- AdvisorCensus page: https://advisorcensus.com/firm/portland-investment-advisors-llc-island-falls-me-168536

## Quick answers

**How is Portland Investment Advisors, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Portland Investment Advisors, LLC. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Portland Investment Advisors, LLC. located?**
Portland Investment Advisors, LLC.'s principal office is in Island Falls, ME, according to its Form ADV.

**Is Portland Investment Advisors, LLC. registered with the SEC or a state?**
Portland Investment Advisors, LLC. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168536.

**How much does Portland Investment Advisors, LLC. manage?**
Portland Investment Advisors, LLC. reports $21,542,778 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Portland Investment Advisors, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); high net worth individuals (17).

**Does Portland Investment Advisors, 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/168536

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $21,542,778
- Discretionary: $21,542,778
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $7,718,846 |
| High net worth individuals | 17 | $13,823,932 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

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

### Websites listed on Form ADV (Item 1.I)
- [piallc.us](https://piallc.us)
- [portlandinvestmentadvisors.com](https://portlandinvestmentadvisors.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portland Investment Advisors, LLC. (CRD 168536): Form ADV filing data as of October 2026.