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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-06-2001
- Office Locations
- 1
Office Locations
About OLD Port Advisors
Old Port Advisors is an independent, fiduciary RIA serving individuals and families with comprehensive financial planning and wealth management, including investment management, retirement and estate planning, and corporate retirement plans. Portfolios are tailored and value-oriented, globally diversified, and balanced for long-term growth and income. The firm leverages research partners and planning tools and custody relationships include Charles Schwab.
Reported data analysis
What the numbers show
Between July 29, 2025 and August 31, 2026, reported AUM increased 4.9%, from $746.4M to $782.8M.
Across 5 reported observations, AUM decreased 29.4% between March 8, 2022 and August 31, 2026, from $1.1B to $782.8M.
Of the latest reported AUM, 93.1% is discretionary and 6.9% is non-discretionary.
The firm reports 10 advisory representatives and 856 clients, or 85.6 clients per representative. That equates to $914.5K in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on August 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
FREDRIC WALLACE WILLIAMS
Managing Director, President, Secretary, TREASURER
- CRD
- #712536
- Ownership
- 50% but less than 75%
JASON EDWARD FOSTER
EXECUTIVE VICE PRESIDENT
- CRD
- #2946937
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
Unlock allContacts
LAWRENCE JOHN BOWLAN
Portfolio Manager
- CRD
- #1095978
FRANCIS J DAVIES III
Vice President
- CRD
- #1158927
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $728,727,840 | $328,552 |
| Non-Discretionary | $54,061,069 | $2,002,262 |
| Total | $782,788,909 | $348,681 |
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Separately Managed Accounts
SMA allocation detail is available
OLD Port Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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OLD Port Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.