Advisorengine Portfolio Solutions Inc.
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 336317
- Registered since
- September 30, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Advisorengine Portfolio Solutions Inc. is an institutional registered investment adviser that works primarily with institutional clients, offering portfolio management for businesses and institutions and the selection of other advisers. The firm is SEC-registered (registration completed in 2025) and operates on a percentage-of-AUM fee model. It acts as a capital allocator and directs client capital into third-party managers and pooled vehicles rather than functioning as a retail-facing retail RIA. The firm does not identify as an active ESG investor and does not describe itself as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities37%
- Cash & Cash Equivalents5%
- State & Local Bonds4%
- US Government Bonds3%
Owners & executives
3 of 6Michael Durette
Chief Revenue OfficerCRD 4935253
Richard Cancro
CEO and FounderCRD 2174025
Craig Ramsey
Chief Operating OfficerCRD 8090295
Contacts
2 of 2Alexander Perovic
CRD 8353020
Andrew Lewis
CRD 8353025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 1616 E Millbrook Rd
- Time zone
- ET (UTC-5)
- Office locations
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