Investment adviser · CRD 342551

PORTAFOLIO ADVISORY SOLUTIONS LLC

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed Aug 4, 2026

Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 4, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

2700 POST OAK BLVD., SUITE 1110, SUITE 1110
HOUSTON, TX, 77056, United States

CRD 342551

Filing source

Form ADV 2121064 · Aug 4, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.