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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Painted Porch Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Painted Porch Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Painted Porch Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Painted Porch Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Painted Porch Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Painted Porch Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Painted Porch Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Painted Porch Advisors registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Painted Porch Advisors?","answer":"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. 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