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Portfolio Design Services, LLC

Portfolio Design Services, LLC. CRD 131506

Portfolio Design Services, LLC logo

CRD: 131506

Portfolio Design Services, LLC

River Falls, WI, 54022
7156299095
pdsadvisers.com
$149.7M Total AUM
$149.7M Disc. AUM
5.4% 3Y CAGR
4 Employees
256 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Axos · Charles Schwab & Company · TD Ameritrade
Clients
Retail and Institutional
Platforms
Ember
Established Date
06-17-2004
Office Locations
3

Office Locations

122 N. 2ND Street River Falls WI
-- Christiansted St. Croix VI
-- Roanoke VA

About Portfolio Design Services, LLC

Portfolio Design Services, LLC is a River Falls, WI RIA providing investment management and financial planning for individuals and families, including retirees, business owners, and entrepreneurs. Portfolios emphasize ETFs and publicly offered funds alongside fixed income, with planning support for retirement, tax, and estate/charitable needs and insurance review. Custody commonly includes Schwab and TD Ameritrade, and the firm uses tools like RightCapital and Pontera.

Team overview

47 AVG AGE
$37.4M AVG AUM / ADVISOR
$584.9K AVG AUM / CLIENT
12.4 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Wave north Oak Vital pathway

Client Personas

Atlas meridian

Custodian

Delta

Fund Managers

Oak

Investment Themes

Timber radial Foundation optima Crest

Investment Vehicles

Quantum element

Services

Vital Fusion Momentum value Momentum harbor Summit radial North element Ridge matrix Radial

Technology

Radial

Owner & Executives

BRADLEY COLE OLSON

BRADLEY COLE OLSON

Managing Member, President

CRD
#5342550
Ownership
75% or more
(565) 826-5444
atlas.momentum@crestcapital.com
in linkedin.com/in/unison-catalyst
B

BRUCE DAVID SWANSON

Registered Representative

CRD
#1113446
Ownership
10% but less than 25%
(548) 426-3384
signal.harbor@harborcapital.com
in linkedin.com/in/insight-wave
P

Pioneer vital

Glacier oak frontier

CRD
#34933
Ownership
12.5%
(765) 443-8187
unison.zenith@vitalcapital.com
in linkedin.com/in/unison-capital

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Contacts

T

TONYA ANN SWINNEA

President

CRD
#1137573
(984) 289-8223
zenith.eagle@quantumcapital.com
in linkedin.com/in/horizon-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-08-2022
05-03-2023
03-12-2024
02-17-2025
03-02-2026
Category Assets AVG. Account size
Discretionary $149,734,832 $584,902
Non-Discretionary $0 --
Total $149,734,832 $584,902

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Separately Managed Accounts

Total SMA Asset: $149,734,832

$149.7M Total SMA
Public Funds:
25.5%
Cash:
19.7%
Equity - Exchange:
25.8%
U.S. Government/Agency:
29.0%
Asset class Assets Assets %
Public Funds $1,321,132,404 25.5%
Cash $1,020,639,544 19.7%
Equity - Exchange $1,336,675,139 25.8%
U.S. Government/Agency $1,502,464,303 29.0%
Total $5,180,911,390 100.0%

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