ATX Portfolio Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$93,508,548
Clients
73
67% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
73
Very HighAverage account size
$1,280,939
About
ATX Portfolio Advisors provides asset management and ongoing financial planning to a mix of individual and institutional clients, including trusts, endowments, charitable organizations and business entities. The firm manages custodial accounts across a range of securities — stocks, bonds, mutual funds, ETFs, REITs and options — and offers written financial plans summarizing recommended courses of action.
Investment decisions are made on an individualized basis and guided by each client’s Investment Policy Statement, with an approach that incorporates modern portfolio theory and a combination of long‑ and short‑term strategies. Accounts and plans are reviewed periodically and updated as market conditions or client circumstances change to align risk tolerance and objectives with portfolio construction.
What is notable about the firm relative to many independent advisers is that it sponsors a wrap fee program and also provides portfolio management to institutional clients, both features that are uncommon among peers; the wrap program bundles execution costs with advisory fees and may affect trading incentives. The firm’s operational arrangements include use of custodial relationships that provide institutional trading, research and technology resources described in the brochure.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
Financial Planning Initial Plan Fee Minimum $3,000; Follow Up Fee $1,500
Account minimum: $50,000 Minimum fee: Fixed Fee Negotiable with $1,000 minimum
Main office location
ATX Portfolio Advisors, LLC
500 N Capital Of Texas Hwy, Building 8 100
Austin TX 78746, United States
Number of offices
1
Most active in
ATX Portfolio Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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