# Old Port Advisors

Old Port Advisors is a Bank / Wealth / Trust based in Portland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** 130 Middle Street, 2nd Floor, Portland, ME 04101, United States
- **Founded:** 1994
- **Assets under management:** $782MM
- **Website:** oldportadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/investment-management-&-consulting-group

## Regulatory record

- **CRD number:** 108228
- **SEC file number:** 801-60130
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108228

## About

Founded in 1994, Old Port Advisors is a registered investment adviser headquartered in Portland, Maine. The firm provides financial planning, investment management, and tax planning to individuals, high-net-worth families, trusts, and business entities. Its longevity and independence distinguish it in Maine's concentrated wealth-management market. The firm's core services span private wealth management, financial advisory, and retirement plan consulting. Old Port Advisors operates under a fiduciary mandate, structuring portfolios to align with client-specific goals rather than pushing proprietary products. Its geographic focus remains anchored in Maine, with all client relationships managed from the Portland office on Middle Street. No publicly disclosed AUM, team headcount, or named portfolio positions are available. The firm does not detail its investment strategy, asset-class mix, or any direct investment, co-investment, or fund commitment activity on its public website. Marketing materials stress personal relationships, transparency, and fiduciary responsibility. Old Port Advisors' structural differentiator lies in its independence and three-decade tenure within Maine's local market. Without revealing scale or specific deployment data, the firm's public posture emphasizes continuity, personal relationships, and a fiduciary ethos as its primary competitive positioning.

## Questions

### Who runs investment decisions at Old Port Advisors?

The firm does not publicly identify any named principals or investment committee members on its website. Without disclosed leadership, decision-making structure remains unconfirmed.

### Does Old Port Advisors publish its assets under management?

No. Old Port Advisors has not publicly disclosed AUM, deployment totals, or any other quantitative scale metrics on its website or through public regulatory filings cited in available sources.

### What investment strategies does Old Port Advisors employ?

The firm has not publicly disclosed its investment strategy, asset-class allocation, or portfolio construction methodology. Its marketing materials reference investment management, financial planning, and tax planning as service lines without detailing specific strategies.

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- [Old Peak Capital](https://altss.com/profile/old-peak-capital)
- [OldSlip Group](https://altss.com/profile/oldslip-group)

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Last updated: 2026-07-08T22:17:18.054Z

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