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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- AtlasCrest
- 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.
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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%
Timber harbor
Pioneer quantum summit
- CRD
- #89640
- Ownership
- 26.3%
Showing 2 of 6 owners & executives
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LAWRENCE JOHN BOWLAN
--
- CRD
- #1095978
FRANCIS J DAVIES III
Vice President
- CRD
- #1158927
Pioneer quantum
Alpha meridian beacon
- CRD
- #54253
Showing 2 of 10 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
Total SMA Asset: $782,788,909
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $165,740,271 | 19.7% |
| Public Funds | $212,854,257 | 25.3% |
| Cash | $76,560,227 | 9.1% |
| Municipal Bonds | $128,722,140 | 15.3% |
| U.S. Government/Agency | $257,444,279 | 30.6% |
| Total | $841,321,174 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION HORIZON | HORIZON PRIME | 7R5JKQFE6 | DNBRG | 10.08% | $8,161,052 |
| HORIZON VITAL UNISON | CREST VITAL | ALF5V26G9 | YOKF | 10.12% | $5,903,116 |
| OPTIMA MOMENTUM | OAK FOCUS | MKQQGJVJ4 | BJL | 11.69% | $101,183,137 |
| DELTA SIGNAL ELEMENT | VITAL TIMBER | A0AGKCUXZ | HXGNX | 8.37% | $54,801,836 |
| VALUE MERIDIAN | HORIZON RIDGE | 2FGR4E3LD | NRS | 9.43% | $51,782,899 |
| FOUNDATION RIDGE | NORTH FRONTIER | B2970WBXQ | ABYRB | 8.42% | $42,777,228 |
| MOMENTUM HARBOR | FUSION RIDGE | WE2VYXOP2 | JIBQO | 8.72% | $15,015,866 |
| EAGLE VECTOR VITAL | ATLAS MERIDIAN | EX7NRV2ZM | HWO | 10.81% | $47,143,962 |