Data / Investment advisers / North Carolina / Advisorengine Portfolio Solutions Inc.
Advisorengine Portfolio Solutions Inc., Raleigh, NC: $331 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Advisorengine Portfolio Solutions Inc. is an SEC registered investment adviser with its main office in Raleigh, North Carolina and reports $331 million in regulatory assets under management in its Form ADV filed October 1, 2026. Its clients include other investment advisers. It is paid through a percentage of assets under management.
The request: Watch Advisorengine Portfolio Solutions Inc. (CRD number 336317): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 336317
- SEC file number
- 801-134392
- SEC status
- Approved, effective September 30, 2025
- Main office
- 1616 E Millbrook Road Suite 210, Raleigh, NC 27609
- Phone
- (888) 225-7216
- Website
- advisorengine-portfolio-solutions.com
- Regulatory AUM
- $331,258,026 in the Form ADV filed October 1, 2026
- Discretionary AUM
- $331,258,026
- Accounts
- 1,410
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 4 | $331.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $331.3 million | October 1, 2026 |
| July 1, 2026 | $176.4 million | June 18, 2026 |
| May 1, 2026 | $103.4 million | April 30, 2026 |
| February 2, 2026 | $35 million | January 28, 2026 |
| December 1, 2025 | Not listed | September 3, 2025 |
Other advisers in Raleigh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pursuit Wealth Strategies, LLC | Raleigh | $457.5 million | Not listed | adviserinfo.sec.gov |
| Advisorstrust Partners LLC | Raleigh | $435.3 million | Not listed | adviserinfo.sec.gov |
| Armor Investment Advisors, LLC | Raleigh | $356 million | Not listed | adviserinfo.sec.gov |
| HCG Fund Management LP | Raleigh | $347.3 million | 10 | adviserinfo.sec.gov |
| Lewis Financial Management, LLC | Raleigh | $338.7 million | Not listed | adviserinfo.sec.gov |
| Lifeplan Group | Raleigh | $326 million | Not listed | adviserinfo.sec.gov |
| First Financial Group | Raleigh | $317 million | Not listed | adviserinfo.sec.gov |
| First Oak Wealth Management, LLC | Raleigh | $316.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Raleigh, NC
- Investment advisers in North Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving other investment advisers
- Advisorengine Portfolio Solutions Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.