# Portfolio Advisory Council

Portfolio Advisory Council is a Bank / Wealth / Trust based in Houston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Founded:** 1986
- **Assets under management:** Undisclosed
- **Website:** https://www.pacadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/portfolio-advisory-council-llc

## Regulatory record

- **CRD number:** 107465
- **SEC file number:** 801-27691
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107465

## About

Portfolio Advisory Council is an SEC-registered investment adviser in Houston, TX, registered since 1986. The firm manages $495 million in assets, with $394 million on a discretionary basis. It has 9 employees and 6 investment advisers.

## Questions

### Who are the principals running the firm?

No named principals are publicly disclosed. The firm maintains no website, no LinkedIn page, and no regulatory filings that list key officers in an easily accessible format. This is not uncommon for a privately held trust operation that does not solicit clients through public marketing and instead relies on referrals from professional advisors in the Houston area.

### How does the firm's trust-company structure affect client relationships?

A trust-company charter allows Portfolio Advisory Council to serve as a corporate trustee, meaning it can administer trusts directly rather than advising a separate trustee. This bundles investment management, trust administration, tax reporting, and distribution oversight under one roof. For families, the advantage is reduced coordination risk and a single point of fiduciary accountability, particularly valuable when trusts span multiple generations and require consistent stewardship across decades.

## Related profiles

- [Portafolio Capital Management](https://altss.com/profile/portafolio-capital-management)
- [Portfolio Design Services](https://altss.com/profile/portfolio-design-services)

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Last updated: 2026-06-03T20:00:00.000Z

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