Portfolio Design Services, Llc
- Regulatory AUM
- $150M
- Discretionary
- $150M
- Clients
- 256
- Avg AUM / client
- $585K
- Accounts
- 256
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 233 | $44.5M | 29.7% |
| High net worth individuals | 20 | $72.7M | 48.5% |
| Pension and profit sharing plans | 2 | $32.3M | 21.6% |
| Charitable organizations | 1 | $280K | 0.19% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pulau Corporation 401 K Salary Reduction Plan Pulau Corporation | 2024 | |
| Elim Christian Services Defined Contribution Plan Elim Christian Services | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bruce David Swanson | Member | Nov 2005 (21y) | 10% – 25% | |
| Bradley Cole Olson | Managing Member & Research Manager | May 2007 (19y) | 75% or more | |
| Angela Kay Tille | Chief Compliance Officer | Sep 2020 (6y) | Less than 5% | |
| Swanson, Julie, Ellen | Member | Jul 2021 (5y) | 10% – 25% | |
| Tonya Ann Swinnea | Registered representative | Apr 2016 (10y) |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pulau Corporation 401 K Salary Reduction Plan | Pulau Corporation | 424 | $17.0M | 01/01/2024 |
| Elim Christian Services Defined Contribution Plan | Elim Christian Services | 371 | $22.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 969 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Axos Clearing $94.8M (63% of AUM) Mar 2026
- Trust Company Of America $85.0M (62% of AUM) Mar 2018
- E*TRADE (Morgan Stanley) $78.0M (66% of AUM) Mar 2021
- Charles Schwab & Co. $49.5M (33% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗