PORTFOLIO AUDIT, LLC

PORTFOLIO AUDIT, LLC is an SEC-registered investment adviser (CRD 118549). Regulatory assets under management: $38.3M.

Registration

• CRD: 118549
• Type: Registered investment adviser
• Phone: (865) 999-4838
• Latest filing: 2026-01-26
• Regulatory AUM: $38.3M
• Discretionary AUM: $38.3M
• Clients: 3
• Accounts: 37

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118549 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search