Painted Porch Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, business succession planning, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning. Financial planning was provided to 101–250 clients last fiscal year. The firm advises 5 private funds.
Painted Porch Advisors reports 297 clients. They include 185 individual clients, 107 high-net-worth individuals and 5 pooled investment vehicles. Of its assets, 100.0% ($572M across 806 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 11% |
| High-net-worth individuals | 36% | 87% |
| Pooled investment vehicles | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 185 | $63.7M | 11.1% | $344K |
| High-net-worth individuals | 107 | $498M | 87.1% | $4.65M |
| Pooled investment vehicles | 5 | $10.3M | 1.8% | $2.07M |
| Total | 297 | $572M | 100% | $1.93M |
- Clients
- 185
- Regulatory AUM
- $63.7M
- AUM share
- 11.1%
- Avg. per client
- $344K
- Clients
- 107
- Regulatory AUM
- $498M
- AUM share
- 87.1%
- Avg. per client
- $4.65M
- Clients
- 5
- Regulatory AUM
- $10.3M
- AUM share
- 1.8%
- Avg. per client
- $2.07M
Total
- Clients
- 297
- Regulatory AUM
- $572M
- AUM share
- 100%
- Avg. per client
- $1.93M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 5
- Financial planning clients last fiscal year
- 101–250
Painted Porch Advisors charges 0.30%–1.00% a year for its Investment Management Services. The fee is not negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Comprehensive Services
- Comprehensive services excluding investment management are a flat fee of $7,500 a year.
- Retainer and Consulting Services
- Retainer and consulting services are a mutually agreed flat fee; the minimum retainer is generally $7,500 a year.
Brian Lloyd owns 50% to 75% of Painted Porch Advisors. The leadership team of Painted Porch Advisors includes Chief Compliance Officer Brian Lloyd. It has 21 employees, 13 of them in advisory roles.
Leadership
- Brian LloydManaging Member and Chief Compliance Officer
- Kurt SchliemannMember
- James CastaninoMember
Investment adviser representatives
14 representatives listed in the SEC register as of 9 October 2026.
Staff
- 21 employees
- 13 in advisory functions
- 13 state-registered reps
- Owns 50% to 75% of Painted Porch Advisors LLC
Brian Lloyd
Control person · since April 2019
- Owns 25% to 50% of Painted Porch Advisors LLC
Kurt Schliemann
Control person · since January 2022
- Owns 10% to 25% of Painted Porch Advisors LLC
James Castanino
since January 2022
Painted Porch Advisors’ regulatory assets grew 3.9× from $147M (March 2022) to $572M (March 2026); clients rose from 98 to 297 and employees from 11 to 21.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $572M | 297 | 21 | 1 |
| March 2025 | $518M | 215 | 19 | 1 |
| July 2024 | $372M | 224 | 15 | 1 |
| March 2023 | $235M | 193 | 12 | 2 |
| March 2022 | $147M | 98 | 11 | 2 |
Besides its headquarters, Painted Porch Advisors has 0 offices, with 1 listed address in California.
California · 1 listed address
- 115 S La Cumbre Lane, Suite 201, Santa BarbaraHQ
Other business names
Painted Porch Advisors has reported 1 other business name to the SEC.
- Painted Porch
Contact and registration details
- Legal name
- Painted Porch Advisors LLC
- Headquarters
- 115 S La Cumbre Lane, Suite 201, Santa Barbara, CA 93105
- Website
- paintedporchadvisors.com
- Phone
- 805-567-4288
- @painted-porch-advisors-llc
- SEC file
- 801-122861
- Structure
- California LLC
- Fiscal year end
- December
Painted Porch Advisors uses Charles Schwab ($562M) as custodian for its separately managed accounts. Painted Porch Advisors has custody of $362M in client assets for 94 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $562M100%
At year end, Painted Porch Advisors’ separately managed accounts were largely in funds (42%) and stocks (38%). Its reported 13F holdings for the quarter ended 30 June 2026 total $229M across 75 positions; the largest are iShares TR (20.3%), Berkshire Hathaway Inc. Del (17.3%) and iShares TR (14.2%).
What the accounts hold
- Stocks38%
- Funds42%
- Bonds2%
- Cash18%
Reported 13F holdings
- $229M
- Reported 13F value
- 75
- Positions
- 79.3%
- In the 10 largest
- +9.2%
- Value vs. prior quarter
- iShares TR · Core S&P Scp ETF20.3%
- Berkshire Hathaway Inc. Del · CL B New17.3%
- iShares TR · MSCI Eafe ETF14.2%
- Invesco Exch Traded FD TR II · S&P500 Low Vol10.6%
- Apple Inc.6.8%
- Vanguard Index Fds · Value ETF3.8%
- Visa Inc. · Com CL A2.9%
- Johnson & Johnson1.4%
- Chevron Corporation1.0%
- Ares Management Corporation · CL A Com Stk1.0%
Together, the ten largest are 79.3% of reported value.
How many clients does Painted Porch Advisors have?
Painted Porch Advisors has 297 clients and manages $572 million for them, as of March 2026. They include 185 individual clients, 107 high-net-worth individuals and 5 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Painted Porch Advisors offer?
Painted Porch Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, business succession planning, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Painted Porch Advisors charge?
Painted Porch Advisors charges 0.30%–1.00% a year for its Investment Management Services. The fee is not negotiable.
Source: PAINTED PORCH ADVISORS LLC (SEC APPLICATION) FORM ADV PART 2, filed 23 March 2026
Which custodians does Painted Porch Advisors use?
Painted Porch Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $562M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Painted Porch Advisors have?
Painted Porch Advisors has 13 investment adviser representatives registered with state securities authorities, out of 21 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Painted Porch Advisors invest in?
At the end of its last fiscal year, Painted Porch Advisors’ separately managed accounts held 42% registered funds (mutual funds, ETFs, BDCs), 38% exchange-traded equities, 18% cash and equivalents and 2% U.S. government and agency bonds. It advises 5 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Painted Porch Advisors?
Painted Porch Advisors’ direct owners are Brian Lloyd (50% to 75%), Kurt Schliemann (25% to 50%) and James Castanino (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Painted Porch Advisors get paid?
Painted Porch Advisors 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
Is Painted Porch Advisors registered with the SEC?
Yes, Painted Porch Advisors has been registered with the SEC as an investment adviser since 10 December 2021. Its CRD number is 304375 and its SEC file number is 801-122861.
Source: Form ADV Part 1A, Item 1, filed 23 March 2026; IAPD firm record
How do I contact Painted Porch Advisors?
Painted Porch Advisors’ main office is at 115 S La Cumbre Lane, Suite 201, Santa Barbara, CA 93105. Its phone number is 805-567-4288. Its website is paintedporchadvisors.com.