PRAGMATIC PORTFOLIOS, LLC

PRAGMATIC PORTFOLIOS, LLC is an SEC-registered investment adviser (CRD 153764). Regulatory assets under management: $79.3M.

Registration

• CRD: 153764
• Type: Registered investment adviser
• Phone: 919-883-4216
• Latest filing: 2026-03-02
• Regulatory AUM: $79.3M
• Discretionary AUM: $64.3M
• Non-discretionary AUM: $15.1M
• Clients: 1
• Accounts: 193

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153764 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search