RIA Intel›Advisers›Virginia›PORTFOLIOARC, L.L.C.

PORTFOLIOARC, L.L.C.

Advisory

VA

Data as of Apr 15, 2026 · Source: SEC Form ADV

Average account

$506K

across 60 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 15, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$612K

Discretionary %98%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in VA

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

BI INVESTMENTS, LLC

$30M

VIRGINIA CAPITAL MANAGEMENT GROUP INC

VIRGINIA BEACH, VA

$30M

RR PORTFOLIOS, LLC

$31M

ACCURATE CAPITAL AND WEALTH LLC

$30M

RED CLOVER WEALTH MANAGEMENT, LLC

$30M

SERVUS CAPITAL MANAGEMENT LLC

$30M

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