P
$29.2M Total AUM
$27.5M Disc. AUM
-- 3Y CAGR
1 Employees
103 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Glacier element
- Established Date
- 10-08-2013
- Office Locations
- 1
Office Locations
-- Bentonville AR
About Portico Financial Group, LLC
Portico Financial Group is a holistic financial planning firm helping clients address retirement readiness, family protection, education funding, healthcare costs, and portfolio organization with ongoing investment management. Client focus includes retirees and business owners. Portfolios primarily use mutual funds and ETFs, with assets custodied at Charles Schwab.
Team overview
56 AVG AGE
$29.2M AVG AUM / ADVISOR
$283.2K AVG AUM / CLIENT
12.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Vital glacier Value
Client Personas
Bridge fusion Oak vector
Investment Themes
Meridian beacon Element Oak meridian
Investment Vehicles
Foundation zenith
Services
Quantum Ember focus Peak Optima Zenith Glacier momentum Fusion glacier Foundation
Technology
Legacy
Owner & Executives
MICHAEL THOMAS KARBOUSKI
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #1601923
- Ownership
- 75% or more
(568) 658-9668
glacier.radial@pioneercapital.com
in linkedin.com/in/eagle-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,488,544 | -- |
| Non-Discretionary | $1,680,562 | -- |
| Total | $29,169,106 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,169,106
Public Funds:
9.4% Equity - Exchange:
40.0% Equity - OTC:
18.6% Cash:
32.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $172,236,813 | 9.4% |
| Equity - Exchange | $732,922,610 | 40.0% |
| Equity - OTC | $340,809,014 | 18.6% |
| Cash | $586,338,089 | 32.0% |
| Total | $1,832,306,526 | 100.0% |