PORTICO FINANCIAL GROUP, LLC

PORTICO FINANCIAL GROUP, LLC is an SEC-registered investment adviser (CRD 168810). Regulatory assets under management: $29.2M.

Registration

• CRD: 168810
• Type: Registered investment adviser
• Phone: 512-568-9635
• Latest filing: 2026-02-13
• Regulatory AUM: $29.2M
• Discretionary AUM: $27.5M
• Non-discretionary AUM: $1.7M
• Clients: 1
• Accounts: 194

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168810 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search