Portia Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$65,724,604
Total clients
34
24% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
17
Average account size
$1,933,077
About
Portia Capital Management serves high-net-worth individuals, families, trusts and institutional clients, including defined contribution and defined benefit plans, foundations and endowments. The firm provides comprehensive financial planning and portfolio management along with related services such as tax preparation and planning, estate planning consultation, risk management, retirement planning and business succession planning, and plan consulting and participant education for institutional sponsors.
Investment decisions are made using a research-driven, asset-allocation emphasis, with portfolios built from proprietary “Recommended” and “Approved” lists informed by third‑party data providers (Morningstar, Zephyr, Bloomberg) and periodic rebalancing. The firm emphasizes manager selection and risk management, and may use a mix of individual securities, mutual funds, ETFs, separate account managers and, when appropriate, alternative and private investments to achieve targeted exposures.
Noteworthy for a firm of its size, Portia operates with a two-advisor team and manages roughly $65.7 million in client assets, with a stated $500,000 account minimum that orients the practice toward wealthier and institutional clients. The firm also offers less common services for a small advisory firm — including tax preparation, hourly consulting and help locating EB‑5 visa investment opportunities — and its leadership includes a CFA charterholder who remains active in academic instruction.
Client services
Expertise
Occupation focus
Fee options
Negotiated fixed fees for projects requiring more than 10 hours
$500,000+: 0.50% to 1.00% annually, negotiated individually
Hourly fee of $250/hour
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 Fee-only: Hourly fee of $250/hour; fixed fees negotiable for larger projects
Main office location
Portia Capital Management
4127 Trails End Drive, Suite 1911
Fort Worth TX 76116, 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.
Forms ADV
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")