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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- HorizonAtlas +more
- Established Date
- 01-02-2020
- Office Locations
- 6
Office Locations
About Painted Porch Advisors LLC
Painted Porch Advisors is a fee-only fiduciary wealth manager offering advanced, holistic financial planning and a disciplined, data-driven investment process focused on long-term risk/return. Through its “Help First” approach, the firm starts with upfront planning and problem-solving (no sales pressure) and takes on complex, real-world financial and life decisions. Qualified investors can access a curated alternatives platform with accessible minimums. Custodied at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN DENNIS LLOYD
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2917103
- Ownership
- 50% but less than 75%
KURT RICHARD SCHLIEMANN
Certified Financial Planner
- CRD
- #4285545
- Ownership
- 25% but less than 50%
Optima signal
North wave focus
- CRD
- #76196
- Ownership
- 30.4%
Showing 2 of 3 owners & executives
Unlock allContacts
DALE KETE COCKRELL II
--
- CRD
- #2319020
DEVON PAIGE FRAZIER
--
- CRD
- #8198302
Zenith ridge
Quantum summit
- CRD
- #90078
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $571,924,848 | $709,584 |
| Non-Discretionary | $0 | -- |
| Total | $571,924,848 | $709,584 |
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Separately Managed Accounts
Total SMA Asset: $561,589,848
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,528,187,580 | 29.8% |
| Equity - Exchange | $1,713,737,890 | 20.2% |
| Cash | $2,434,865,220 | 28.7% |
| U.S. Government/Agency | $1,807,060,251 | 21.3% |
| Total | $8,483,850,941 | 100.0% |