PAINTED PORCH ADVISORS LLC
SEC RegisteredWe believe that true wealth is not just about possessions. It's about discovering and maximizing the parts of life that bring unencumbered joy.
About the firm
Painted Porch Advisors is a fee-only, fiduciary wealth management firm that integrates comprehensive financial planning, evidence-based strategies, and a data-driven investment process. The firm aims to help clients holistically structure their financial lives and unlock their full potential. They also offer a curated alternative investment platform to qualified investors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, goal-setting, data-driven investment management, alternative investments for qualified investors, and broad life and financial counsel including business sales, major life changes, and other challenges outside traditional wealth management scope.
Who they serve
Members of their community seeking to live their best lives, including qualified investors seeking alternative investments.
| 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
Office locations
Advisors at this firm
13 advisors in the directory
Regulatory & compliance
| 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
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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.