Portside Wealth Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 26–50 clients last fiscal year.
Portside Wealth Group reports 6,475 clients. They include 4,171 individual clients, 2,086 high-net-worth individuals, and 114 corporations and other businesses. Of its assets, 100.0% ($1.43B across 7,819 accounts) are managed with discretion. It advised 20 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 57% |
| High-net-worth individuals | 32% | 29% |
| Pension and profit-sharing plans | 2% | 9% |
| Charitable organizations | <1% | 1% |
| Corporations and other businesses | 2% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 4,171 | $818M | 57.1% | $196K |
| High-net-worth individuals | 2,086 | $409M | 28.6% | $196K |
| Pension and profit-sharing plans | 100 | $130M | 9.1% | $1.3M |
| Charitable organizations | Fewer than 5 | $16.6M | 1.2% | $4.14M |
| Corporations and other businesses | 114 | $58.5M | 4.1% | $513K |
| Total | 6,475 | $1.43B | 100% | — |
- Clients
- 4,171
- Regulatory AUM
- $818M
- AUM share
- 57.1%
- Avg. per client
- $196K
- Clients
- 2,086
- Regulatory AUM
- $409M
- AUM share
- 28.6%
- Avg. per client
- $196K
- Clients
- 100
- Regulatory AUM
- $130M
- AUM share
- 9.1%
- Avg. per client
- $1.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $16.6M
- AUM share
- 1.2%
- Avg. per client
- $4.14M
- Clients
- 114
- Regulatory AUM
- $58.5M
- AUM share
- 4.1%
- Avg. per client
- $513K
Total
- Clients
- 6,475
- Regulatory AUM
- $1.43B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 20
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Portside Wealth Group charges up to 2.00% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Hourly at $150 to $350, or a project fee from $100 to $10,000 payable half upfront; negotiable depending on the scope and complexity of the plan.
- General Consulting
- Charged at an annual flat rate, negotiable depending on complexity, and billed monthly or quarterly in advance.
The leadership team of Portside Wealth Group includes President Daniel Blake and Chief Compliance Officer Staci Compagno. It has 54 employees, 47 of them in advisory roles.
Leadership
- Daniel BlakePresident
- Staci CompagnoChief Compliance Officer
- William SniderChief Operations Officer
Investment adviser representatives
56 representatives listed in the SEC register as of 9 October 2026.
- Eric Barnes
- Ryan Bass
- Megan Nichole Benson
- Kent William Binning
- Kurt Harold Brown
- Bret Philip Bryce
- Jacob Perry Cazier
- Brent D Christensen
- Staci Ann Compagno
- Christopher Sean Cox
- Scott Davis
- Kimberly Kay Doleman
- Charles Ryan Dunn
- Paul Gordon Ewell
- Timothy William Floyd
- David Adams Gallman
- Adam Scott Graves
- Andres Esteban Guzman
- Sean Patrick Heney
- John William Homer
- Isaac Jess Huether
- Robert Edward Huett III
- Jeffrey Robert Hurst
- Randy Chance Hyer
- Teig Jewett
- Jeffrey Brent Johnson
- Jeremy Rich Johnston
- Jason Robert Jones
- Warren Craig Judd
- Aaron Bradley Larson
- Michele Marie Laws
- Dillon A Lenon
- Matthew Boyce Lowery Sr.
- Aaron Mark McKell
- Adam Keith McKell
- Mark Eldon McKell
- Dennis Shane McMillan
- Alyssa Moore
- Melinda Kaye Perez
- Kyler J Redder
- Richard Gordon Rogers
- Jacob Anthony Rust
- Paul Weston Saunders
- Jason Carlyle Seymour
- Russell Earl Slack
- Marissa Emily Smith
- William Travis Snider
- Randall Greer Sparks
- Scott Martin Stephan
- Joshua Ian Thayne
- Robert Andrew Torres
- Rodney Austin Walker
- Treyton W Walker
- Jeffrey Ray Wangsgard
- Timothy Warren Whipple
- Catherine Audrey White
Staff
- 54 employees
- 47 in advisory functions
- 54 state-registered reps
- 8 broker-dealer reps
- 41 insurance agents
- 1 soliciting firm
- Owns 10% to 25% of Portside Wealth Group, LLC
Praemon, LLC
since January 2023
- Owns 75% or more of Praemon, LLC
William Snider
Control person · since January 2023
- Owns 10% to 25% of Portside Wealth Group, LLC
TJK Invest, LLC
since January 2023
- Owns 75% or more of TJK Invest, LLC
Sam Compagno
Control person · since January 2023
- Owns 75% or more of TJK Invest, LLC
Staci Compagno
Control person · since July 2022
- Owns 10% to 25% of Portside Wealth Group, LLC
Point Cabrillo Partners, LLC
since January 2023
- Owns 50% to 75% of Point Cabrillo Partners, LLC
Kurt Brown
Control person · since January 2023
- Owns 25% to 50% of Point Cabrillo Partners, LLC
Steven Miller
Control person · since January 2023
- Owns 25% to 50% of Point Cabrillo Partners, LLC
Brian Miller
Control person · since January 2023
- Owns 10% to 25% of Portside Wealth Group, LLC
Black Rock Capital, LLC
since April 2016
Portside Wealth Group’s regulatory assets grew 1.7× from $848M (August 2023) to $1.43B (August 2026); clients rose from 3,613 to 6,475 and employees from 13 to 54.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $1.43B | 6,475 | 54 | 43 |
| July 2025 | $1.13B | 5,384 | 46 | 37 |
| July 2024 | $885M | 4,367 | 40 | 29 |
| August 2023 | $848M | 3,613 | 13 | 30 |
Besides its headquarters, Portside Wealth Group has 42 offices (18 private residences, listed without an address), with 25 listed addresses across 5 states.
Utah · 14 listed addresses
- 3507 N University Ave, Suite 150, ProvoHQ
- 1218 South Jordan Pkwy, South Jordan
- 2187 W Phantom LN, St. George
- 12465 S Fort Street, Draper
- 1895 E Rodeo Walk DR, Holliday
- 455 E 500 S, Salt Lake City
- 350 E Center Street, Provo
- 286 N Gateway DR, Providence
- Po Box 1351, American Fork
- 412 W Rivers Edge DR, Provo
- 4055 S 700 E, Millcreek
- 360 N Main, Logan
- 947 Orem BLVD, Orem
- Po Box 959, Draper
California · 5 listed addresses
- 7489 N First St, Fresno
- 17 Corporate Plaza DR, Newport Beach
- 3714 Tibbetts St, Riverside
- 5041 Lamart DR, Riverside
- 1801 Century Park East, Los Angeles
Idaho · 3 listed addresses
- 3137 S Meridian RD, Meridian
- 3355 S Holmes Ave, Idaho Falls
- 330 Shoup Ave, Idaho Falls
Colorado · 2 listed addresses
- 9350 E Arapahoe RD, Greenwood Village
- 300 Union BLVD, Lakewood
Illinois · 1 listed address
- 4010 N. Illinois St, Swansea
Other business names
Portside Wealth Group has reported 28 other business names to the SEC.
- Alignment Financial Advisors
- Aventus Wealth
- Brevity Wealth Solutions
- Brightside Wealth Management
- Cache Financial
- Canyon Strategic Wealth Group
- Doleman Wealth Management
- Financial Foundations
- Frontier Advisor Group
- Green Street Wealth Advisors
- Guided Seasons
- Hudson Oaks Wealth Management
Show all 28 names
- Hurst Financial Consulting
- Jeffrey R Wangsgard and Associates
- Legacy Wealth Investment Counsel
- McKell Partners
- McKell Wealth Planning
- Mountains States Wealth
- Oxford Financial Group
- Podunk Financial
- Scott Stephan Ifs
- Seymour Financial
- Smart Financial
- Suncrest Advisors
- TWF Wealth Management
- The Score Advisory
- Trurock Wealth
- Turning Point Financial Group
Contact and registration details
- Legal name
- Portside Wealth Group, LLC
- Headquarters
- 3507 N University Ave, Suite 150, Provo, UT 84604
- Website
- portsidewealth.com
- Phone
- 385-412-1222
- SEC file
- 801-127529
- Structure
- Delaware LLC
- Fiscal year end
- December
Portside Wealth Group uses Charles Schwab ($1.27B) as custodian for its separately managed accounts. Portside Wealth Group has custody of $15.1M in client assets for 539 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.27B100%
At year end, Portside Wealth Group’s separately managed accounts were mostly in stocks (50%) and funds (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $858M across 515 positions; the largest are SPDR Series Trust (5.3%), SPDR Series Trust (3.2%) and Nvidia Corporation (3.2%).
What the accounts hold
- Stocks50%
- Funds21%
- Registered funds20%
- Pooled vehicles1%
- Bonds20%
- Cash8%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $858M
- Reported 13F value
- 515
- Positions
- 24.8%
- In the 10 largest
- +16.3%
- Value vs. prior quarter
- SPDR Series Trust · ST Str Blo 1 ETF5.3%
- SPDR Series Trust · ST Str P500grw3.2%
- Nvidia Corporation3.2%
- SPDR Index Shs Fds · ST Str PO EX ETF2.5%
- Alphabet Inc. · Cap Stk CL A2.0%
- Microsoft Corp.1.9%
- Apple Inc.1.9%
- SPDR Series Trust · ST Str P500val1.8%
- Amazon Com Inc.1.7%
- Tesla Inc.1.3%
Together, the ten largest are 24.8% of reported value.
How many clients does Portside Wealth Group have?
Portside Wealth Group has 6,475 clients and manages $1.43 billion for them, as of August 2026. They include 4,171 individual clients, 2,086 high-net-worth individuals, and 114 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 August 2026
What services does Portside Wealth Group offer?
Portside Wealth Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Portside Wealth Group charge?
Portside Wealth Group charges up to 2.00% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Source: PORTSIDE WEALTH GROUP, LLC ADV BROCHURE, filed 22 July 2026
Which custodians does Portside Wealth Group use?
Portside Wealth Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.27B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 August 2026
How many financial advisors does Portside Wealth Group have?
Portside Wealth Group has 54 investment adviser representatives registered with state securities authorities, out of 54 employees, and 47 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 41 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 Portside Wealth Group invest in?
At the end of its last fiscal year, Portside Wealth Group’s separately managed accounts held 50% exchange-traded equities, 20% U.S. government and agency bonds, 20% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Portside Wealth Group?
Portside Wealth Group is owned through holding companies by William Snider, Kurt Brown, Steven and Brian Miller, and Sam and Staci Compagno. Its direct owners are Praemon, LLC, TJK Invest, LLC, Point Cabrillo Partners, LLC and Black Rock Capital, LLC, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 19 August 2026
How does Portside Wealth Group get paid?
Portside Wealth Group is paid through a percentage of assets under management, hourly charges 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 Portside Wealth Group?
Portside Wealth Group’s main office is at 3507 N University Ave, Suite 150, Provo, UT 84604. Its phone number is 385-412-1222. Its website is portsidewealth.com.