$79.3M Total AUM
$64.3M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
16 yrs Firm Age
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- Custodian
- Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-12-2010
- Office Locations
- 1
Office Locations
-- Durham NC
About Pragmatic Portfolios, LLC
Pragmatic Portfolios, LLC is a fee-only RIA in Durham, NC providing practical, unbiased financial planning and portfolio management. The firm builds research-driven, diversified investment plans, offers portfolio “tune-ups” focused on sensible mutual fund selection and cost/tax efficiency, and provides education and second-opinion reviews for clients who self-manage. Not currently accepting new clients.
Team overview
58 AVG AGE
$79.3M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
16.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Optima Momentum prime Horizon Element
Client Personas
Matrix matrix
Custodian
Capital matrix Ember Radial wave Frontier Wave quantum Bridge Foundation peak Pioneer
Fund Managers
Vertex Foundation
Investment Themes
Ember Ember Vertex vertex
Investment Vehicles
Pioneer Value
Services
Vital insight Ridge Wave Delta Horizon
Owner & Executives
S
STEVEN RUSSELL THORPE STEVE
Founder, Manager
- CRD
- #5788788
- Ownership
- 75% or more
(326) 852-6446
summit.pathway@capitalcapital.com
in linkedin.com/in/bridge-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,263,860 | -- |
| Non-Discretionary | $15,075,590 | -- |
| Total | $79,339,450 | -- |
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Separately Managed Accounts
Total SMA Asset: $79,339,450
Public Funds:
21.5% Equity - Exchange:
33.4% Cash:
45.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $197,850,462 | 21.5% |
| Equity - Exchange | $307,358,391 | 33.4% |
| Cash | $415,025,852 | 45.1% |
| Total | $920,234,705 | 100.0% |