The Portola Group Inc
- Regulatory AUM
- $41.4M
- Discretionary
- $41.4M
- Clients
- 29
- Avg AUM / client
- $1.4M
- Accounts
- 29
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 28 | $38.7M | 93.3% |
| Charitable organizations | 1 | $2.8M | 6.66% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Crane Fitzwilson | Director/President/Chief Investment Officer/Chief Compliance Officer | Sep 1979 (47y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Robert Crane Fitzwilson Trust U/A 6/24/87 | Shareholder | Aug 1987 | A | 75% or more |
| Fitzwilson, Robert Crane | Trustee | Aug 1987 | B | ≈ 56.25% – 100% via Robert Crane Fitzwilson Trust U/A 6/24/87 |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Fitzwilson, Robert Crane: 75% – 100% of Robert Crane Fitzwilson Trust U/A 6/24/87 × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/23/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • A FLAT ANNUAL RETAINER FEE (PAID QUARTERLY)
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $44.0M (106% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗