Portfolio Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$151,931,481
Total clients
111
59% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
56
Average account size
$1,368,752
About
Portfolio Management, LLC provides discretionary investment management to individuals (including high-net-worth clients), trusts, retirement plans, and other institutions, offering both custom portfolios tailored to individual goals and firm-designed model portfolios. The firm manages approximately $151.9 million across about 111 client relationships and charges percentage-of-assets fees for ongoing portfolio management.
The advisor follows a long-term, asset-allocation approach that emphasizes diversified portfolios and fundamental analysis, makes limited attempts at market timing, and rebalances accounts at least twice a year. All accounts are managed on a discretionary basis, with ongoing monitoring for market changes, new investment opportunities, and client cash-flow or goal adjustments.
The firm recently completed a leadership transition to new executive roles and consolidated operations into a single office, reflecting an orderly succession within a two-advisor practice. Its governance features include a formal Code of Ethics with transaction pre-clearance and a five-trading-day employee blackout window around client trades, and it typically requires a $100,000 minimum relationship (subject to waiver), which together distinguish its compliance and client-service practices from many peers.
Client services
Expertise
Fee options
$0+: 0.25% per quarter (1.00% annually) for custom portfolios $0+: 0.1875% per quarter (0.75% annually) for model portfolios
Account minimum: $100,000 Fee-only: Quarterly fees based on assets under management; 0.25% per quarter for custom portfolios and 0.1875% per quarter for model portfolios
Main office location
Portfolio Management, LLC
500 West 2 Nd Street, Suite 1900
Austin TX 78701, United States
Number of offices
1
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")