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PORTFOLIO AUDIT, LLC FIDUCIARY INVESTMENT ADVISER

Advisory

TN

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in TN
#375
of 380 advisers by AUM
Average account
$1M
across 37 accounts
AUM per adviser
$13M
3 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM
$38M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$38M
Discretionary AUM$38M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients43
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

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EQUITABLE ADVISORS, INC.
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NEW SOUTHERN ADVISORY SERVICES, INC.
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