RIA Intel›Advisers›North Carolina›PRAGMATIC PORTFOLIOS, LLC

PRAGMATIC PORTFOLIOS, LLC

Advisory

NC

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in NC

#441

of 516 advisers by AUM

Average account

$411K

across 193 accounts

AUM per adviser

$79M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$79M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$79M

Discretionary AUM$64M

Non-Discretionary AUM$15M

Discretionary %81%

Total Clients44

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

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

44 clients

31 high-net-worth

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

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

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TRUSTTREE FINANCIAL LLC

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$78M

STRUCTURED CREDIT PARTNERS LLC

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