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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Horizon
- Established Date
- 09-15-1986
- Office Locations
- 1
Office Locations
About Portfolio Advisory COUNCIL,L.L.C.
Portfolio Advisory Council, L.L.C. is a Houston-based investment manager delivering tactical asset management and advice focused on reducing risk and generating predictable income alongside capital gains. Services include custom investment plans, family trust and tax management, IRA rollovers, and employer retirement plan support; portfolios commonly use mutual funds and ETFs and custody includes Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES WILLIAM HAMILTON
Advisor
- CRD
- #2503669
- Ownership
- 25% but less than 50%
PHILIP BRUCE MORAN
COMPLIANCE OFFICER, Managing Partner
- CRD
- #3187914
- Ownership
- 25% but less than 50%
Vital vector
Zenith beacon
- CRD
- #95584
- Ownership
- 35.8%
Showing 2 of 3 owners & executives
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JOHN CLAUGE HUSBANDS
Advisor
- CRD
- #1695699
WENDY ELLEN BIRKINSHAW KORMAN
Principal
- CRD
- #4488898
Momentum fusion
Element wave radial
- CRD
- #15428
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $394,360,064 | $413,375 |
| Non-Discretionary | $100,580,370 | $5,916,492 |
| Total | $494,940,434 | $509,722 |
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Separately Managed Accounts
Total SMA Asset: $494,940,434
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,619,567,323 | 21.7% |
| Equity - Exchange | $3,007,767,886 | 40.3% |
| Cash | $2,836,108,678 | 38.0% |
| Total | $7,463,443,887 | 100.0% |