Data / Investment advisers / Maine / Old Port Advisors
Old Port Advisors, Portland, ME: $783 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Old Port Advisors is an SEC registered investment adviser with its main office in Portland, Maine and reports $783 million in regulatory assets under management in its Form ADV filed August 31, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Old Port Advisors (CRD number 108228): 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
- 108228
- SEC file number
- 801-60130
- SEC status
- Approved, effective April 6, 2001
- Legal name
- Old Port Advisors, Inc
- Main office
- 130 Middle Street 2nd Floor, Portland, ME 04101
- Phone
- (207) 774-6552
- Regulatory AUM
- $782,788,909 in the Form ADV filed August 31, 2026
- Discretionary AUM
- $728,727,840
- Non discretionary AUM
- $54,061,069
- Accounts
- 2,245
- Employees
- 14, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 31, 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 |
|---|---|---|
| High net worth individuals | 215 | $392 million |
| Individuals (other than high net worth individuals) | 601 | $288.6 million |
| Pension and profit sharing plans | 34 | $97.4 million |
| Charitable organizations | Fewer than 5 | $2.9 million |
| Corporations or other businesses | 6 | $1.9 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 |
|---|---|---|
| April 1, 2026 | $782.8 million | March 25, 2026 |
| December 1, 2025 | $746.4 million | July 29, 2025 |
Other advisers in Portland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| R M Davis Inc | Portland | $8.15 billion | Not listed | adviserinfo.sec.gov |
| Greenbacker Capital Management LLC | Portland | $3.14 billion | 4 | adviserinfo.sec.gov |
| Portland Global Advisors LLC | Portland | $1.17 billion | Not listed | adviserinfo.sec.gov |
| Headinvest | Portland | $891.8 million | Not listed | adviserinfo.sec.gov |
| Great Diamond Partners, LLC | Portland | $804.1 million | Not listed | adviserinfo.sec.gov |
| Fow Partners, LP | Portland | $747.3 million | 5 | adviserinfo.sec.gov |
| Aries Wealth Management, LLC | Portland | $658.6 million | Not listed | adviserinfo.sec.gov |
| Bigelow Investment Advisors, LLC | Portland | $555.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Portland, ME
- Investment advisers in Maine
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Old Port Advisors 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.