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PORTFOLIO ADVISORY COUNCIL,L.L.C.

HOUSTON, TX · CRD 107465 · IAPD ↗ · pacadvisory.com · 713.574.6015

$494.9MRegulatory AUM
6Advisory reps
9Employees
0Clients
251-500Planning clients
0Private funds
7States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2025 — PORTFOLIO ADVISORY COUNCIL,L.L.C. reported RAUM up 32% ($351.1M -> $465.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.