E6 Portfolios
- Regulatory AUM
- $239M
- Discretionary
- $239M
- Clients
- 781
- Avg AUM / client
- $306K
- Accounts
- 1,785
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 730 | $141M | 58.7% |
| High net worth individuals | 51 | $96.2M | 40.2% |
| Charitable organizations | 0 | $2.4M | 0.99% |
| Corporations and other businesses | 0 | $214K | 0.09% |
| Other | Fewer than 5 clients | $481 | 0.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Akbar, Monica, Rosalind | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Joshua Paul Edward Dale Ray Jones | President | CFP | Apr 2023 (3y) | ≈ 14.06% – 50% via Melvin Co |
| Jason Howard Lindquist | Director Of Investments | Apr 2023 (3y) | Less than 5% | |
| Roy Russell Jones | Ceo | CFP | Apr 2023 (3y) | ≈ 28.13% – 75% via Melvin Co |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| E6 Holdings, Llc | Owner | Sep 2023 | A | 75% or more |
| Melvin Co | Owner | Sep 2023 | B | ≈ 56.25% – 100% via E6 Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Joshua Paul Edward Dale Ray Jones: 25% – 50% of Melvin Co × 75% – 100% of E6 Holdings, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Roy Russell Jones: 50% – 75% of Melvin Co × 75% – 100% of E6 Holdings, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Melvin Co: 75% – 100% of E6 Holdings, Llc × 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) | 03/27/2026 | 1.15 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
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $190M (80% of AUM) Mar 2026
- Truist Financial Corp $49.0M (20% of AUM) Mar 2026
- Altruist Financial $49.0M (20% 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗