Porter Avenue Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Porter Avenue Capital Management provides discretionary portfolio management and standalone financial planning to individual and high‑net‑worth clients, managing roughly $10.8 million across about 80 client relationships. The firm advises across mutual funds, equities, fixed income, ETFs, REITs and select real‑asset investments and documents each client’s goals and constraints in an Investment Policy Statement.
Porter Avenue implements client plans under written discretionary authority and reviews accounts at least monthly by the firm’s managing member, tailoring allocations to documented risk tolerances and time horizons. The firm uses charting, fundamental and technical analysis and deploys a range of execution approaches — including long‑ and short‑term trading, margin, short sales and options strategies — and aggregates block trades for execution.
What is distinctive for a firm of this scale is the explicit use of higher‑complexity instruments and active short/margin/options trading alongside retail financial planning offered on an hourly basis separate from ongoing management. The firm also discloses receipt of soft‑dollar benefits, maintains relationships with both a low‑cost execution custodian and a client‑facing platform, and has recently expanded registration into additional states.
Client services
Expertise
Fee options
$0 - $1,000,000: 1% Over $1,000,000+: Maximum $10,000 fee
$60 per hour for financial planning services, negotiable
Main office
25 North Elm Street
Alto Pass IL 62905, United States
Most active in
Illinois · Indiana · Kentucky
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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