RIA Intel›Advisers›Texas›PORTICO FINANCIAL GROUP, LLC

PORTICO FINANCIAL GROUP, LLC

Advisory

Data as of Feb 13, 2026 · Source: SEC Form ADV

Rank in TX

#1,995

of 2,813 advisers by AUM

Average account

$150K

across 194 accounts

AUM per adviser

$29M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$29M

Discretionary AUM$27M

Non-Discretionary AUM$2M

Discretionary %94.2%

Total Clients103

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAR, TX, WI

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

103 clients

21 high-net-worth

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

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