# ADVISORENGINE PORTFOLIO SOLUTIONS INC.

ADVISORENGINE PORTFOLIO SOLUTIONS INC. of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 336317
- Type: SEC-registered investment adviser
- SEC file number: 801-134392
- Location: 1616 E MILLBROOK ROAD, SUITE 210, RALEIGH, NC, 27609
- Phone: 888-225-7216
- Latest filing: 2026-06-18
- Regulatory AUM: $176.4M
- Discretionary AUM: $176.4M
- Clients: 1
- Accounts: 587

## Business model

- Compensation: % of AUM
- Clients served: Pooled vehicles, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| [Richard V Cancro](https://search.stillhousedata.com/person/180565) | PRESIDENT AND CEO | Gainesville, FL |
| [Craig Ramsey](https://search.stillhousedata.com/person/377004) | CHIEF FINANCIAL OFFICER | New York, NY |
| [Edward H Dane](https://search.stillhousedata.com/person/660888) | VICE PRESIDENT | — |
| [Carly Jo De Diego](https://search.stillhousedata.com/person/660889) | VICE PRESIDENT | — |
| [Beth Ann Haddock](https://search.stillhousedata.com/person/660890) | CHIEF COMPLIANCE OFFICER/ CLO AND SECRETARY; CHIEF LEGAL OFFICER | — |
| [Michael James Durette](https://search.stillhousedata.com/person/660891) | CHIEF COMPLIANCE OFFICER | — |
| [Joshua James Monroe](https://search.stillhousedata.com/person/1631050) | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336317/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336317/similar
- Related entities: https://search.stillhousedata.com/firm/336317/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336317

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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.