E6 Portfolios provides portfolio management for individuals and small businesses and selecting other managers.
E6 Portfolios reports 781 clients. They include 730 individual clients and 51 high-net-worth individuals. Of its assets, 100.0% ($239M across 1,785 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $239M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 93% | 59% |
| High-net-worth individuals | 7% | 40% |
| Charitable organizations | 0% | <1% |
| Corporations and other businesses | 0% | <1% |
| Other | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 730 | $141M | 58.7% | $193K |
| High-net-worth individuals | 51 | $96.2M | 40.2% | $1.89M |
| Charitable organizations | Fewer than 5 | $2.36M | 1.0% | — |
| Corporations and other businesses | Fewer than 5 | $214K | 0.1% | — |
| Other | Fewer than 5 | $481 | 0.0% | — |
| Total | 781 | $239M | 100% | — |
- Clients
- 730
- Regulatory AUM
- $141M
- AUM share
- 58.7%
- Avg. per client
- $193K
- Clients
- 51
- Regulatory AUM
- $96.2M
- AUM share
- 40.2%
- Avg. per client
- $1.89M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.36M
- AUM share
- 1.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $214K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $481
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 781
- Regulatory AUM
- $239M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
E6 Portfolios is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
E6 Holdings, LLC owns 75% or more of E6 Portfolios and is in turn owned by Melvin Co (75% or more). The leadership team of E6 Portfolios includes President Joshua Jones and Chief Compliance Officer Roy Jones. It has 9 employees, 3 of them in advisory roles.
Staff
- 9 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of E6 Portfolios
E6 Holdings, LLC
Control person · since September 2023
- Owns 75% or more of E6 Holdings, LLC
Melvin Co
Control person · since September 2023
- Owns 50% to 75% of Melvin Co
Roy Jones
Control person · since September 2023
- Owns 25% to 50% of Melvin Co
Joshua Jones
Control person · since September 2023
E6 Portfolios’ regulatory assets grew Infinity× from $0 (June 2023) to $239M (March 2026); employees rose from 4 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $239M | 781 | 9 | 1 |
| Mar 2025March 2025 | $134M | 471 | 8 | 1 |
| Jul 2024July 2024 | $4.79M | 49 | 4 | 1 |
| Jun 2023June 2023 | $0 | 0 | 4 | 1 |
Besides its headquarters, E6 Portfolios has 0 offices, with 1 listed address in 1 state.
Utah · 1 listed address
- Everspire Plaza, 6900 S. 900 E., Suite 200, MidvaleHQ
Other business names
E6 Portfolios has reported 1 other business name to the SEC.
- E6 401k
Contact and registration details
- Legal name
- E6 Portfolios
- Headquarters
- Everspire Plaza, 6900 S. 900 E., Suite 200, Midvale, UT 84047
- Website
- e6portfolios.com
- Phone
- 801-545-8706
- SEC file
- 801-128335
- Structure
- Utah LLC
- Fiscal year end
- December
E6 Portfolios’ named custodians for separately managed accounts are Fidelity ($190M, 80%) and Altruist ($49M, 20%). E6 Portfolios has custody of $33.9M for 51 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $190M80%
- AltruistAltruist Financial LLC · Culver City, CA · $49M20%
At year end, E6 Portfolios’ separately managed accounts were mostly in funds (72%) and cash (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $125M across 97 positions; the largest are Dimensional ETF Trust (15.7%), Dimensional ETF Trust (11.0%) and Dimensional ETF Trust (8.0%).
What the accounts hold
- Stocks11%
- Funds72%
- Cash17%
How many clients does E6 Portfolios have?
E6 Portfolios has 781 clients and manages $239 million for them, as of March 2026. They include 730 individual clients and 51 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does E6 Portfolios offer?
E6 Portfolios provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does E6 Portfolios use?
E6 Portfolios’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $190M and Altruist Financial LLC (Culver City, CA), with $49M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does E6 Portfolios have?
E6 Portfolios has 3 investment adviser representatives registered with state securities authorities, out of 9 employees, and 3 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does E6 Portfolios invest in?
At the end of its last fiscal year, E6 Portfolios’ separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 17% cash and equivalents and 11% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns E6 Portfolios?
E6 Portfolios is owned through a chain of holding companies by Joshua and Roy Jones. Its direct owner is E6 Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does E6 Portfolios get paid?
E6 Portfolios is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact E6 Portfolios?
E6 Portfolios’ main office is at Everspire Plaza, 6900 S. 900 E., Suite 200, Midvale, UT 84047. Its phone number is 801-545-8706. Its website is e6portfolios.com.