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- Custodian
- Fidelity/NFS ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-11-1997
- Office Locations
- 1
Office Locations
About Portland Global Advisors LLC
Portland Global Advisors LLC is a Portland-based RIA. The firm has been operating for 29 years. Managing $1.2B in total assets under management, with 11 advisory representatives. They custody assets with Fidelity/NFS and US Bank.
Reported data analysis
What the numbers show
Between June 25, 2025 and March 26, 2026, reported AUM increased 16.8%, from $1.0B to $1.2B.
Across 5 reported observations, AUM increased 35.7% between March 28, 2022 and March 26, 2026, from $865.5M to $1.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 11 advisory representatives and 304 clients, or 27.6 clients per representative. That equates to $3.9M in reported AUM per client.
The profile lists 1 reported office location and 29 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Portland Global Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RICHARD SCOTT FREEMAN STRABLEY
President, Principal
- CRD
- #1694319
- Ownership
- 25% but less than 50%
JOHN BARKER SULLIVAN
Advisor, Chief Executive Officer
- CRD
- #1770178
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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MATTHEW MERRILL HANSON
PGA Principal
- CRD
- #6209929
Kathleen Marie Hurley
PGA Director
- CRD
- #8084580
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,174,795,244 | $1,163,164 |
| Non-Discretionary | $0 | -- |
| Total | $1,174,795,244 | $1,163,164 |
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Separately Managed Accounts
SMA allocation detail is available
Portland Global Advisors LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Portland Global Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.