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PAINTED PORCH ADVISORS LLC

SANTA BARBARA, CA · CRD 304375 · IAPD ↗ · paintedporchadvisors.com · 805-567-4288

$571.9MRegulatory AUM
13Advisory reps
21Employees
0Clients
101-250Planning clients
5Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — PAINTED PORCH ADVISORS LLC notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2026 — PAINTED PORCH ADVISORS LLC grew from 9 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — PAINTED PORCH ADVISORS LLC notice-filed in IL, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — PAINTED PORCH ADVISORS LLC crossed $500M in regulatory AUM ($371.8M -> $518.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
April 2024 — PAINTED PORCH ADVISORS LLC notice-filed in CO, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
April 2024 — PAINTED PORCH ADVISORS LLC reported RAUM up 59% ($234.5M -> $371.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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