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Portside Wealth Group
Portside Wealth Group was founded in 2023 by Kurt Brown alongside co-founders Will Snider and Staci Compagno. Brown had previously founded TownSquare Capital,...
Portside Wealth Group
Portside Wealth Group was founded in 2023 by Kurt Brown alongside co-founders Will Snider and Staci Compagno. Brown had previously founded TownSquare Capital, the outsourced CIO unit that Orion acquired, giving Portside an unusual lineage — the firm was built by someone who had already operated an institutional-quality OCIO. The firm is headquartered in Provo, Utah, and operates as an SEC-registered investment advisor serving financial advisors around the country. The firm's core strategy centers on an open-architecture platform that combines an in-house investment committee with third-party manager access. Portside's investment committee develops proprietary solutions and vets external managers, while its trade desk handles model implementation, rebalancing, and custom indexing. A dedicated fixed-income team builds custom bond ladders across government, municipal, and corporate issuance. The firm is explicitly built for independent advisors — it does not compete for end-client relationships. Its primary OCIO partnership is with TownSquare Capital, an Orion company, which provides a direct institutional pipeline that most RIA platforms of Portside's vintage cannot access. Portside's leadership blends operational, compliance, and investment expertise. Will Snider, COO and co-founder, spent nine years in the Army before entering financial services in 2013, holding a FINRA Series 66 license and a PMP designation. Staci Compagno, CCO and co-founder, brings over 25 years of regulatory and supervisory experience across broker-dealer and RIA environments, holding Series 24, 7, 63, 66, and 53 registrations along with the CRCP designation. The firm maintains additional specialist teams for audit and proposals, charitable giving, and cybersecurity consulting — a structural feature that extends its utility to advisors well beyond portfolio management. Portside's structural differentiator is its origin as an RIA-platform founded by a former OCIO executive rather than a wirehouse breakaway or aggregator roll-up. Brown built the firm after exiting the institution he created, giving Portside an unusual combination: the operational flexibility of a 2023 startup with a pre-existing institutional investment supply chain. The firm has no disclosed external capital or family-office wealth behind it — it appears to be an organically capitalized partnership built on advisor fees and platform economics.
General information
Firm type
Multi Family Office
Year founded
2023
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Provo
Corporate office
3507 N. University Ave, Suite 150, Provo, UT 84604, United States
Principals
Will Snider
Chief Operating Officer, Co-Founder
Staci Compagno
Chief Compliance Officer, Co-Founder
Kurt Brown
Co-Founder
Frequently asked questions
Who runs investment decisions at Portside Wealth Group?
Portside operates an investment committee that develops proprietary solutions and vets third-party managers. The committee is supported by a dedicated trade desk for model implementation and rebalancing, as well as a fixed-income team for custom bond ladders. Co-founder Kurt Brown previously founded and served as CIO of TownSquare Capital, the Orion OCIO unit that serves as one of Portside's primary investment partners.
How does Portside Wealth Group source its investment models?
Portside uses a hybrid approach combining in-house proprietary model development with third-party manager vetting through its investment committee. The firm's open-architecture technology stack allows advisors to access both Portside-built strategies and external managers. Its primary outsourced CIO partnership is with TownSquare Capital, an Orion company, which Brown founded before launching Portside.
Is Portside Wealth Group a single-family office or a wealth management platform?
Portside is an SEC-registered investment advisor structured as an RIA platform for independent financial advisors. It is not a single-family office. The firm provides outsourced investment management, compliance support, and operational infrastructure to fiduciary advisors who retain their own client relationships. Portside does not compete with its advisors for end investors.
Does Portside Wealth Group manage money directly for individual investors?
Portside works through financial advisors rather than directly with retail investors. The firm's website states that it provides advisors with efficient services and resources, allowing them to focus on their clients and their brand. End investors can find a Portside-affiliated advisor through the firm's referral infrastructure, but the firm's operating model is built on enabling advisor-led relationships.
What custodian relationships does Portside Wealth Group maintain?
Portside describes providing advisors access to world-class custodians and product partners, but does not name specific custodians on its public-facing materials. The firm's operational materials reference multi-custodian capabilities and a trade desk capable of working across custodial platforms.
How is Portside Wealth Group related to TownSquare Capital and Orion?
Portside co-founder Kurt Brown founded TownSquare Capital, which was subsequently acquired by Orion and now operates as Orion's outsourced CIO subsidiary. Portside lists TownSquare Capital as one of the industry-leading OCIO partners available to its advisors, creating a direct operational link between Brown's current firm and the institution he previously built.
Does Portside Wealth Group have a philanthropic or charitable advisory capability?
Portside maintains a dedicated Charitable Giving team that provides consultations and client presentations on philanthropy, charitable strategies, and related tax planning for business owners and high-net-worth clients. This team is positioned as a specialist resource available to Portside-affiliated advisors.
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