Porter Avenue Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,848,683
Clients
81
0% high-net worth
Advisors
1
of 2 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
81
Very HighAverage account size
$133,934
About
Porter Avenue Capital Management provides discretionary portfolio management and financial planning to individual clients. The firm’s brochure lists both individual and high‑net‑worth clients as served, and it offers financial planning on an hourly basis with no stated account minimum.
The firm constructs an Investment Policy Statement for each client, seeks written discretionary trading authority, and reviews accounts at least monthly. Its stated methods include charting, fundamental and technical analysis, and it employs a range of strategies from long‑term investing to short‑term trading, including short sales, margin transactions, and options writing.
What is noteworthy relative to peers is the combination of small scale—roughly $10.85 million in discretionary assets—and the use of active trading techniques more commonly seen at larger or more trading‑focused shops. The brochure also emphasizes in‑house management of client assets and the use of specific custodians (Interactive Brokers and Altruist), which can influence execution practices such as block trading.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Options & derivatives strategies
Fee options
$0 - $15,000: 2.50% $15,001 - $20,000: 2.00% $20,001 - $25,000: 1.50% $25,000 - $9,999,999: 1.00% $9,999,999+: Flat Rate: $10,000 annually
$60 per hour for financial planning services (negotiable)
Fee-only: Financial planning hourly fee of $60 per hour (negotiable)
Main office location
Porter Avenue Capital Management, LLC
25 North Elm Street
Alto Pass IL 62905, United States
Number of offices
2
Most active in
Porter Avenue Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Indiana
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
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