$1.2B Total AUM
$1.2B Disc. AUM
16.3% 3Y CAGR
13 Employees
304 ADV. Clients
29 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Element meridian
- Established Date
- 04-11-1997
- Office Locations
- 1
Office Locations
217 Commercial ST Suite 400 Portland ME
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. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
33 AVG AGE
$106.8M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
8.5 yrs AVG TENURE
13 Employees
11 Advisory Reps
11 RIA Reps
29yrs Firm Age
Insights
Upgrade to reveal position-level detail across signal glacier.
Unlock to compare peer behavior around peak delta.
Premium access reveals conviction themes in element momentum.
See the complete signal summary connected to unison.
Unlock to compare peer behavior around vital summit.
Full visibility includes strategy notes for wave unison.
Unlock to see real insight on ridge pathway glacier.
Unlock to compare peer behavior around value element.
Asset Classes
Optima frontier Delta
Client Personas
Zenith oak
Custodian
Foundation
Investment Themes
Meridian
Investment Vehicles
Momentum
Platform
Quantum radial
Services
Wave Element Optima bridge Fusion peak Vertex delta
Technology
Meridian
Owner & Executives
R
RICHARD SCOTT FREEMAN STRABLEY
President, Principal
- CRD
- #1694319
- Ownership
- 25% but less than 50%
(573) 830-7507
vertex.value@timbercapital.com
in linkedin.com/in/matrix-wave
J
JOHN BARKER SULLIVAN
Advisor, Chief Executive Officer
- CRD
- #1770178
- Ownership
- 25% but less than 50%
(879) 704-1417
focus.meridian@primecapital.com
in linkedin.com/in/momentum-value
W
Wave catalyst
Matrix peak
- CRD
- #42135
- Ownership
- 15.8%
(361) 379-5378
quantum.delta@vectorcapital.com
in linkedin.com/in/signal-beacon
Showing 2 of 4 owners & executives
Unlock allContacts
M
MATTHEW MERRILL HANSON
--
- CRD
- #6209929
(438) 753-3325
radial.fusion@alphacapital.com
in linkedin.com/in/vector-frontier
K
Kathleen Marie Hurley
--
- CRD
- #8084580
(653) 211-9482
quantum.ridge@beaconcapital.com
in linkedin.com/in/zenith-atlas
M
Matrix signal
Ember signal
- CRD
- #16080
(633) 820-6178
foundation.wave@harborcapital.com
in linkedin.com/in/capital-momentum
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,174,795,244 | $1,163,164 |
| Non-Discretionary | $0 | -- |
| Total | $1,174,795,244 | $1,163,164 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,174,795,244
Public Funds:
42.3% Equity - Exchange:
8.3% U.S. Government/Agency:
20.0% Cash:
29.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,200,225,241 | 42.3% |
| Equity - Exchange | $235,505,189 | 8.3% |
| U.S. Government/Agency | $567,482,384 | 20.0% |
| Cash | $834,199,104 | 29.4% |
| Total | $2,837,411,918 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX ELEMENT MERIDIAN | EMBER HARBOR | UEEUGZXRM | NOLWP | 8.81% | $78,385,779 |
| FOCUS QUANTUM | PRIME VERTEX | BJVLG81ZR | VYYIL | 12.40% | $11,406,776 |
| SUMMIT HARBOR MERIDIAN | FOCUS BRIDGE | LZNOPGSZV | IDYKK | 10.77% | $26,690,781 |
| WAVE FRONTIER UNISON | ELEMENT BEACON | JVHQAQGKI | FIVE | 3.83% | $15,705,562 |
| OAK DELTA | DELTA SIGNAL | XN2EA9SVN | SZV | 11.40% | $43,496,305 |
| VECTOR OPTIMA | FOCUS UNISON | M4U6TGVAB | KALPQ | 6.23% | $110,764,889 |
| VECTOR ELEMENT | VERTEX PRIME | L6XC2S68W | QAT | 6.53% | $42,999,215 |
| WAVE VITAL ELEMENT | OAK FOCUS | YOBHB2395 | DJBN | 1.21% | $101,188,260 |