Advisorengine Portfolio Solutions Inc.
SEC-registered
Investment Adviser · Small ($100M–$1B)
CRD 336317
· SEC file 801-134392
· Raleigh, NC
· advisorengine-portfolio-solutions.com
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ADV data as of Jun 18, 2026
- Regulatory AUM
- $176M
- Discretionary
- $176M
- Clients
- 3
- Avg AUM / client
- $58.8M
- Accounts
- 587
- Employees
- 1
AUM over time
$0
$176M
Aug 21, 2025
Jun 18, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 3 | $176M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 1000 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
Services
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Clearing And Custody Solutions $103M (58% of AUM) Jun 2026
- Charles Schwab & Co. $73.6M (42% of AUM) Jun 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: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗