RIA Intel›Advisers›North Carolina›PORTOLAN FINANCIAL PLANNING LLC

PORTOLAN FINANCIAL PLANNING LLC

Advisory

NC

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$65K
across 148 accounts
AUM per adviser
$10M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$10M
Discretionary %
0%
Clients
46
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$10M
Discretionary AUM$0
Non-Discretionary AUM$10M
Discretionary %0%
Total Clients46
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, NC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

SIMPLIFIED WEALTH LLC
$10M
360 AVIATION ADVISORS, LLC
CONCORD, NC
$10M
NEXUS CAPITAL INC
MATTHEWS, NC
$10M
BROOKS FINANCIAL OF NORTH CAROLINA, LLC
DURHAM, NC
$10M
SCD CAPITAL, INC.
$9M
ARTIFEX ADVISORY GROUP, INC.
CARY, NC
$10M

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