# OLD PORT ADVISORS, INC

OLD PORT ADVISORS, INC of PORTLAND, ME is an SEC-registered investment adviser.

## Registration

- CRD: 108228
- Type: SEC-registered investment adviser
- SEC file number: 801-60130
- Location: 130 MIDDLE STREET, 2ND FLOOR, PORTLAND, ME, 04101-7104
- Phone: 207-774-6552
- Latest filing: 2026-05-13
- Regulatory AUM: $782.8M
- Discretionary AUM: $728.7M
- Non-discretionary AUM: $54.1M
- Clients: 14
- Accounts: 2,245

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Fredric Wallace Williams | PRESIDENT, TREASURER, AND SECRETARY | — |
| Jason Edward Foster | EXECUTIVE VICE PRESIDENT | — |
| Tracy Warren Rogers | EXECUTIVE VICE PRESIDENT | — |
| Ben Weylin Daigle | EXECUTIVE VICE PRESIDENT | — |
| Jake Thomas Kenyon | EXECUTIVE VICE PRESIDENT | — |
| Erica Morgan Bly | CLIENT RELATIONSHIP MANAGER AND CHIEF COMPLIANCE OFFICER; CLIENT SERVICE MANAGER AND CHIEF COMPLIANCE OFFICER | — |
| Karen Lindquist Mangino | CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS FREDRIC WALLACE | PRESIDENT; PRESIDENT AND MANAGING DIRECTOR; PRESIDENT, TREASURER, AND SECRETARY | — |
| ROGERS TRACY WARREN | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT (+1 more) | — |
| DAVIES FRANCIS J | VICE PRESIDENT - PORTFOLIO MANAGER | — |
| FOSTER CHARLES EDWARD | EXECUTIVE VICE PRESIDENT | — |
| DIBNER CHARLES WILLIAM | EXEC. VP | — |
| THURSTON DEBORAH L | DIRECTOR | — |
| BLY ERICA MORGAN | CHIEF COMPLIANCE OFFICER | — |
| DAIGLE BEN WEYLIN | EXECUTIVE VICE PRESIDENT | — |
| KENYON JAKE THOMAS | EXECUTIVE VICE PRESIDENT | — |
| MANGINO KAREN LINDQUIST | CHIEF COMPLIANCE OFFICER | — |
| MANGINO KAREN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108228/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108228/similar
- Related entities: https://search.stillhousedata.com/firm/108228/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108228

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.