Painted Porch Advisors Llc
- Regulatory AUM
- $572M
- Discretionary
- $572M
- Clients
- 297
- Avg AUM / client
- $1.9M
- Accounts
- 806
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 185 | $63.7M | 11.1% |
| High net worth individuals | 107 | $498M | 87.1% |
| Pooled investment vehicles (non-investment companies) | 5 | $10.3M | 1.81% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $10.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Painted Porch Rallyday 2, L.P. | Private Equity Fund | Delaware | $2.6M | 25 |
| Painted Porch Re 2022, L.P. | Private Equity Fund | Delaware | $2.3M | 35 |
| Painted Porch Re 2023, L.P. | Private Equity Fund | Delaware | $1.8M | 26 |
| Painted Porch Re 1, L.P. | Private Equity Fund | Delaware | $1.8M | 23 |
| Painted Porch Pe 1, L.P. | Private Equity Fund | Delaware | $1.8M | 6 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pueblo Radiology Medical Group, Inc. 401(k) Profit Sharing Plan Pueblo Radiology Medical Group, Inc . | 2024 | |
| Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan Sansum Santa Barbara Medical Clinic, Inc. | 2024 |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Dennis Lloyd | Managing Member And Chief Compliance Officer | Apr 2019 (7y) | 50% – 75% | |
| Castanino, James, John | Member | Jan 2022 (5y) | 10% – 25% | |
| Kurt Richard Schliemann | Member | Jan 2022 (5y) | 25% – 50% | |
| Craig Alan Schmitt | Registered representative | Jul 2021 (5y) | ||
| Timothy Robert Lindvall | Registered representative | CFA | Mar 2022 (4y) | |
| Gregg Desmond Hackethal | Registered representative | Apr 2022 (4y) | ||
| Justin Michael Vlaanderen | Registered representative | CFP | Jul 2023 (3y) | |
| Eric David Toubin | Registered representative | CFA | Sep 2024 (2y) | |
| Nicholas Scott Thanaet | Registered representative | Jan 2025 (2y) | ||
| Zachary James Philipp | Registered representative | CFP | May 2025 (1y) | |
| Carson Blake Hansen | Registered representative | Jun 2025 (1y) | ||
| Katharine Lynn Newell | Registered representative | CFP | Oct 2025 (1y) | |
| Dale Kete Cockrell | Registered representative | Jan 2026 (1y) | ||
| Devon Paige Frazier | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 15% 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.
Private funds (5, $10.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Painted Porch Rallyday 2, L.P. | Private Equity Fund | $2.6M | $30.0K | 25 |
| Painted Porch Re 2022, L.P. | Private Equity Fund | $2.3M | $30.0K | 35 |
| Painted Porch Re 2023, L.P. | Private Equity Fund | $1.8M | $30.0K | 26 |
| Painted Porch Re 1, L.P. | Private Equity Fund | $1.8M | $50.0K | 23 |
| Painted Porch Pe 1, L.P. | Private Equity Fund | $1.8M | $50.0K | 6 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pueblo Radiology Medical Group, Inc. 401(k) Profit Sharing Plan | Pueblo Radiology Medical Group, Inc . | 96 | $48.5M | 01/01/2024 |
| Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan | Sansum Santa Barbara Medical Clinic, Inc. | 241 | $236M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.94 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $562M (98% of AUM) Mar 2026
- Interactive Brokers $5.5M (1% of AUM) Mar 2025
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 23, 2026.
View current Form ADV (SEC/IAPD) ↗