PP
PAINTED PORCH ADVISORS LLC
SEC RegisteredSANTA BARBARA, CAhttps://paintedporchadvisors.com805-567-4288
Assets Under Management
$500M–$1B
Employees
21
Office Locations
1 office
Total Accounts
806
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesPension/Profit Sharing
Services
Private funds / alternatives
Private Equity
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 185 | $64M |
| High Net Worth Individuals | 107 | $498M |
| Pension/Profit Sharing Plans | 5 | $10M |
0 total clients reported on Form ADV.
Leadership
Brian Dennis Lloyd
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
Office locations
1 office in 1 state
CA
SANTA BARBARAHQ
Advisors at this firm
11 advisors in the directory
Dale Kete Cockrell
Investment Adviser Representative
Gregg Desmond Hackethal
Investment Adviser Representative
Timothy Robert Lindvall
Investment Adviser Representative
Brian Dennis Lloyd
Investment Adviser Representative
Katharine Lynn Newell
Investment Adviser Representative
Zachary James Philipp
Investment Adviser Representative
Kurt Richard Schliemann
Investment Adviser Representative
Craig Alan Schmitt
Investment Adviser Representative
Nicholas Scott Thanaet
Investment Adviser Representative
Eric David Toubin
Investment Adviser Representative
Justin Michael Vlaanderen
Investment Adviser Representative
Regulatory & compliance
CRD number
#304375
SEC Number
801-122861
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
| Asset tier | Annual rate |
|---|---|
| $0 - $2,000,000 | 1.00% |
| $2,000,001 - $5,000,000 | 0.60% |
| $5,000,001 - $10,000,000 | 0.50% |
| $10,000,001 and over | 0.30% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
paintedporchadvisors.comPhone
805-567-4288Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PAINTED PORCH ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.