Portfolio Audit, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Portfolio Audit, LLC provides discretionary fiduciary investment management primarily to individual and high-net-worth clients, managing roughly $38 million for about 40 client families. The firm also offers an integrated economic planning service (branded SCARi1 Economic Planning) and maintains a legacy fiduciary cash-management/bill-paying service for existing clients.
The firm manages accounts on a discretionary basis and employs a range of strategies — including long-term buy-and-hold positions, shorter-term trades, margin transactions, options strategies, and potential cryptocurrency exposure — while emphasizing economic planning over what it describes as traditional “financial planning.” Clients approve an advisory agreement that grants a limited power of attorney for trading and all assets are held with third‑party custodians that provide regular statements.
Portfolio Audit is a two‑generation, family‑run adviser that has folded a previously registered non‑profit, the Institute of Biblical Economy, into its research and educational efforts to explore selected Biblical and historical American economic teachings. Other notable features include an explicit policy of billing cash held in managed accounts (and advising clients to keep larger cash outside managed accounts) and a stated willingness to waive the firm’s stated account minimum in exceptional circumstances.
Client services
Expertise
Fee options
Fiduciary Cash Management service at a minimum flat fee of $250 per month (legacy clients only)
$0 - $500,000: 2.00% annually $500,001 - $5,000,000: 1.25% annually $5,000,001+: 0.75% annually
$400 per hour for 401(k) reviews and special assignments outside normal investment management services
Account minimum: $500,000
Main office
Knoxville TN
Advisors at this office
3
Most active in
Florida · Tennessee
Also doing business as
Portfolio Audit · Portfolio Audit & Management, LLC · Portfolio Audit, LLC · Portfolio Audit, LLC Fiduciary Investment Adviser · Portfolio Audit, LLC Fiduciary Investment Advisor · Portfolio Audit, LLC Private Wealth Management
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Thomas S
Series 65
Knoxville, TN
Portfolio Audit, LLC
Thomas Sayres II is a financial advisor with Portfolio Audit, LLC in Knoxville, TN. He holds a Series 65 designation and has eight years of industry experience. Sayres has been with Portfolio Audit, LLC since 2008. Portfolio Audit, LLC provides discretionary fiduciary investment management primarily to individual and high-net-worth clients, managing approximately $38 million for about 40 families. The firm integrates economic planning with various investment strategies and incorporates research on selected Biblical and historical American economic teachings through its educational efforts.
Stephanie S
Knoxville, TN
Portfolio Audit, LLC
Stephanie Sayres is a financial advisor with Portfolio Audit, LLC in Knoxville, TN, holding 21 years of industry experience. She has worked at Portfolio Audit, LLC Private Wealth Management since 2002 and concurrently holds a position at Parkwest Hospital since 1997. Stephanie is part of a family-run firm that integrates Biblical and historical American economic teachings into its research and educational efforts. Portfolio Audit, LLC provides discretionary fiduciary investment management primarily to individual and high-net-worth clients, managing approximately $38 million across about 40 families. The firm offers a range of investment strategies alongside an integrated economic planning service branded SCARi1 Economic Planning.
Thomas S
Series 63
Knoxville, TN
Portfolio Audit, LLC
Thomas Sayres is a financial advisor with Portfolio Audit, LLC in Knoxville, TN, holding a Series 63 designation and 21 years of industry experience. He has worked at Portfolio Audit, LLC Private Wealth Management since 1999. The firm is a family-run advisory that integrates research from the Institute of Biblical Economy, a previously registered nonprofit, into its educational efforts. Portfolio Audit, LLC provides discretionary fiduciary investment management primarily to individual and high-net-worth clients, managing approximately $38 million for about 40 families. The firm employs diverse investment strategies alongside an integrated economic planning service and maintains a legacy fiduciary cash-management and bill-paying service.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)