P
$21.5M Total AUM
$21.5M Disc. AUM
-- 3Y CAGR
1 Employees
64 ADV. Clients
12 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-11-2013
- Office Locations
- 1
Office Locations
20 Houlton RD Island Falls ME
About Portland Investment Advisors, Llc.
Portland Investment Advisors is an independent, fiduciary investment manager serving individual investors with disciplined, goals-based portfolio management. The firm uses technology-enabled behavioral portfolio techniques to harness market characteristics, and its discretionary SMA portfolios are primarily ETF-based (TD Ameritrade custody).
Team overview
37 AVG AGE
$21.5M AVG AUM / ADVISOR
$336.6K AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CASEY DOODY
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #5090063
- Ownership
- 75% or more
Available
Available
Available
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A
ABIGAIL AMANDA DOODY
--
- CRD
- #6028889
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,542,778 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,542,778 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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