Porter Avenue Capital Management, LLC

Porter Avenue Capital Management provides investment supervisory services and financial planning to individual and high‑net‑worth clients, managing diversified portfolios that commonly include mutual funds, equities, bonds, ETFs, REITs and real estate. The firm charges asset‑based advisory fees for ongoing management and also offers standalone hourly financial planning, with client plans documented in individualized Investment Policy Statements.

Porter Avenue seeks discretionary trading authority, constructs an IPS for each client, and performs regular reviews of accounts; its analytical methods include charting, fundamental, and technical analysis. The firm uses a wide set of trading approaches — including long‑ and short‑term trading, short sales, margin transactions, and options writing — and executes aggregated block trades through selected custodians, while disclosing receipt of soft‑dollar research and related trade considerations.

Noteworthy aspects include the firm’s use of higher‑risk strategies (naked options, margin, and short sales) that are less common for firms of its size and the practice of requiring clients to use specific broker‑dealers/custodians, which the firm discloses as part of its brokerage practices. The adviser is state‑registered across multiple jurisdictions, does not participate in wrap fee programs, and does not accept performance‑based compensation; it maintains written compliance policies and provides periodic custodian reporting and fee‑deduction arrangements.