Portfolios Inc (Dallas)

Portfolios Inc is a large advisory firm based in Dallas. It manages $165.48 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Portfolios provides portfolio management for individuals and small businesses and portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Portfolios: assets under management

The assets under management (AUM) of Portfolios Inc is $165.48 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $165.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.6 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Portfolios Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Portfolios Inc

Cadmus Kilgore Lawson has been acting as President since 1 Sep 1971. John Parriott Chilton joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Cadmus Kilgore Lawson	President	1 Sep 1971	75% - 100%	304190
Candace Leah Duncan	Vice president	1 Oct 1973	Other	2636288
Candace Leah Bossay	Vice president	1 Oct 1973	Other	2636288
John Parriott Chilton	Shareholder	1 Oct 1981	Other	45820
Inc Lawson Investments	Owner	1 Oct 1981	75% - 100%	75-1774217

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Cadmus Kilgore Lawson	Owner	1 Jul 1981	75% - 100%	304190

Based in Dallas

The principal office where Portfolios Inc performs its advisory services is located at 750 N St Paul, Dallas, TX 75201 3250, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-720-9101 or by fax 214-871-8948. The normal business hours are 8:30 - 4:30 on Monday - Friday.