Portfolio Guide
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$900,000
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$225,000
About
Portfolio Guide provides portfolio management and investment analysis primarily to other registered investment advisers and to investment companies, acting in a sub‑advisory capacity rather than serving retail individual (non‑HNW) clients. Founded in May 2025, the firm offers both asset‑based and fixed‑fee engagements and does not act as custodian for client assets.
The firm’s investment approach combines quantitative, fundamental, technical, and economic analysis to drive model-based recommendations, with discretion to implement trades under a limited power of attorney and ongoing portfolio reviews. Strategies include long‑ and short‑term purchases and strategic asset allocation, and the firm may employ ETFs — including ETFs with digital asset exposure — as part of its allocations.
What is distinctive is the firm’s focus on providing sub‑advisory and portfolio management services to investment companies and other RIAs, a client mix that is uncommon among peers in this category. Portfolio Guide discloses that it may receive a portion of fees when working with third‑party sub‑advisers and executes client trading through a qualified custodian (Pershing), which are notable operational features relative to similar independent firms.
Client services
Investment advisors
Expertise
Active portfolio management
Factor investing / smart beta
Fee options
$0 - $5,000,000: 0.30% $5,000,001 - $10,000,000: 0.27% $10,000,001 - $25,000,000: 0.24% $25,000,001 - $50,000,000: 0.21% $50,000,001 - $100,000,000: 0.18% $100,000,001+: 0.15%
Fee-only: Fixed fees agreed upon in advance; billed monthly, quarterly, or annually as per client agreement
Main office location
Portfolio Guide
St. Louis MO, United States
Number of offices
1
Most active in
Portfolio Guide has reported serving >5 clients in these states in the last 12 months.
Missouri
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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