# Pragmatic Portfolios, LLC

> Pragmatic Portfolios, LLC is a state-registered investment advisory firm, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 153764
- Filed as: PRAGMATIC PORTFOLIOS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153764
- AdvisorCensus page: https://advisorcensus.com/firm/pragmatic-portfolios-llc-153764

## Quick answers

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

**Is Pragmatic Portfolios, LLC registered with the SEC or a state?**
Pragmatic Portfolios, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153764.

**How much does Pragmatic Portfolios, LLC manage?**
Pragmatic Portfolios, LLC reports $79,339,450 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (81% discretionary).

**What types of clients does Pragmatic Portfolios, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (31); individuals (other than high net worth individuals) (12); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Pragmatic Portfolios, 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/153764

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $79,339,450
- Discretionary: $64,263,860
- Non-discretionary: $15,075,590

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $5,763,085 |
| High net worth individuals | 31 | $73,576,365 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $0 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pragmaticportfolios.com
- LinkedIn @pragmatic-portfolios-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pragmatic Portfolios, LLC (CRD 153764): Form ADV filing data as of October 2026.