Old Port Advisors

RIASEC RegisteredEst. 2001
Total AUM
$783M
Discretionary
$729M
93% of AUM
Avg account
$349K
Accounts
2,245
Employees
14
Advisory reps
11

Firm details

Headquarters
Portland, Maine
CRD number
108228
Registered since
April 6, 2001
Website
www.oldportadvisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI50.07%
  • Individuals36.86%
  • Pension & Profit Sharing Plans12.44%
  • Charitable Organizations0.38%
  • Corporations / Businesses0.25%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Old Port Advisors is an independent, individual-owned registered investment adviser that began SEC registration in 2001. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. It also provides pension consulting. Its fee arrangements include AUM-based fees alongside hourly and fixed-fee engagements. The firm does not position itself as a capital allocator and does not market as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 49%, Public Funds/Mutual Funds 40%, Cash & Cash Equivalents 12%, US Government Bonds 1%, State & Local Bonds 1%49%
  • Exchange Traded Equities49%
  • Public Funds/Mutual Funds40%
  • Cash & Cash Equivalents12%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Erica Bly

    Erica Bly

    Chief Compliance OfficerCRD 5198589

Contacts

3 of 10
  • Ben Daigle

    Ben Daigle

    Vice President​, Wealth AdvisorCRD 4833149

  • Dylan Frank

    Wealth AdvisorCRD 7381012

  • Lawrence Bowlan

    Lawrence Bowlan

    Portfolio ManagerCRD 1095978

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 100

Active vs passive

$172M in ETFs

Passive

72%

$123M

Active

23%

$48.8M

ETFProviderStyleCategoryValueShares% of portfolio
APPLIED FINANCE VALUATION LARGE CAP ETF (VSLU)Applied FinanceActiveLarge Blend$12.6M271,6957.31%
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Location

Primary office

Portland, ME

Cumberland

Location

Portland, ME

Headquartered in Portland, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
Cumberland
Address
130 Middle St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth