Old Port Advisors
Portland, ME·SEC-registered · CRD #108228
Old Port Advisors is an SEC-registered investment advisory firm in Portland, ME managing $783M across 2.3k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$783M
Client accounts
2.3k
Advisory staff
10
Fee model
Fee-based
How Old Port Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Old Port Advisors
How much does Old Port Advisors manage?
Per its most recent SEC Form ADV filing (05/13/2026), Old Port Advisors reports $783M in regulatory assets under management across roughly 2.3k client accounts.
How does Old Port Advisors charge?
Old Port Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Old Port Advisors a fiduciary?
Yes. Old Port Advisors is registered with the U.S. Securities and Exchange Commission (CRD #108228), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Old Port Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Old Port Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Portland, ME
Profile compiled from Old Port Advisors's public SEC Form ADV filing (CRD #108228, filed 05/13/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Old Port Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Old Port Advisors? Claim this profile.