PORTIA CAPITAL MANAGEMENT

PORTIA CAPITAL MANAGEMENT of FORT WORTH, TX is an SEC-registered investment adviser (CRD 286662). Regulatory assets under management: $65.7M.

Registration

• CRD: 286662
• Type: Registered investment adviser
• Location: 4127 TRAILS END DRIVE, FORT WORTH, TX, 76116
• Phone: 619-481-0379
• Latest filing: 2026-06-12
• Regulatory AUM: $65.7M
• Discretionary AUM: $48.6M
• Non-discretionary AUM: $17.1M
• Clients: 2
• Accounts: 36

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286662 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search