PortfolioArc, L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,179,000
Clients
27
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
27
TypicalAverage account size
$1,117,741
About
PortfolioArc is an independent fee-based money manager that provides portfolio management, asset allocation analysis, and portfolio advice to individuals, couples, families and trusts. The firm manages roughly $30 million for a small client base and tailors accounts to each client’s risk tolerance and any client-imposed investment restrictions.
Its investment approach combines fundamental and technical analysis and employs stocks, bonds, exchange-traded funds, mutual funds and options, using index and equity options to manage downside risk and generate income. The firm offers an actively managed Strategic Index-Hedged Platform that frequently trades index options, typically manages accounts on a discretionary basis, and conducts reviews of individual holdings daily and accounts twice monthly.
Distinctive features include routine use of derivatives — notably index options within separately managed accounts — and the use of borrowing (margin) in client accounts, practices that are less common among similar independent advisers. The firm’s approach is informed by the principal’s prior exchange experience in options markets, and it generally directs brokerage through a small set of custodians and may aggregate orders across client accounts to enhance execution efficiency.
Client services
Portfolio management
Research & analysis on charitable giving, consulting services
Research & analysis on charitable giving, consulting services
Expertise
Options & derivatives strategies
Fee options
Strategic Index-Hedged Platform: 1.88% annually (fixed rate for this platform)
Less than $300,000 - $300,000: 1.58% $300,000 - $750,000: 1.48% $750,000 - $2,000,000: 1.38% $2,000,000 - $5,000,000: 1.28% $5,000,000+: 1.18%
Main office location
PortfolioArc, L.L.C.
Arlington VA, United States
Number of offices
1
Most active in
PortfolioArc, L.L.C. has reported serving >5 clients in these states in the last 12 months.
Virginia
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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