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PORTIA CAPITAL MANAGEMENT, LLC

Advisory

FORT WORTH, TX

Data as of Jun 12, 2026 · Source: SEC Form ADV

Rank in TX
#1,618
of 2,813 advisers by AUM
Average account
$2M
across 36 accounts
AUM per adviser
$33M
2 advisers

Source: SEC Form ADV. Figures as filed Jun 12, 2026.

Total AUM
$66M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$66M
Discretionary AUM$49M
Non-Discretionary AUM$17M
Discretionary %74%
Total Clients35
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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