Portia Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$18,838,632
Clients
34
Advisors
2
across 2 offices
About
Portia Capital Management serves a small roster of individual and institutional clients, including high-net-worth families, trusts, and charitable foundations, providing financial planning and investment management services. Beyond portfolio management, the firm offers tax preparation and planning, estate planning consultation, risk management, retirement and business succession planning, and retirement plan consulting with participant education for institutional plans.
The firm employs a proprietary research process to construct “Recommended” and “Approved” lists drawn from mutual funds, ETFs, individual securities, separate account managers, and alternative investments, using data providers such as Morningstar, Zephyr, and Bloomberg alongside qualitative manager due diligence. Its investment approach emphasizes strategic asset allocation, disciplined rebalancing, and manager selection focused on risk‑adjusted returns over market cycles, with alternatives used selectively to diversify risk and return streams.
Noteworthy features include a relatively small client base (34 clients) with approximately $65.7 million in total assets under management and a two-advisor structure, which aligns with a more customized client service model and direct involvement in implementation. The firm recently removed its minimum account size and eliminated hourly and fixed‑fee arrangements, and its leadership includes a CFA charterholder with substantial prior institutional and portfolio management experience.
Client services
Expertise
Occupation focus
Fee options
Negotiated flat fee for special non-traditional services
0.50% - 1.00% annually (negotiated on individual basis)
$250/hour for special non-traditional services
Minimum fee: Minimum annual fee may apply, amount not specifically stated
Main office
See office4127 Trails End Drive, Suite 1911
Fort Worth TX 76116
Advisors at this office
1
Offices (2)
Most active in
Louisiana · Texas
Also doing business as
Portia Capital Management · Portia Capital Management, LLC
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.
Forms ADV
Advisors at this firm
Joseph M
Series 66
Fort Worth, TX
Portia Capital Management
Joseph Moore is a financial advisor at Portia Capital Management in Fort Worth, TX, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at Prota Financial, Optimum Investment Advisors, and Axa Advisors, as well as a position at Texas Family Dental/Snoring Solutions. Portia Capital Management serves a select group of individual and institutional clients, including high-net-worth families, trusts, and charitable foundations, offering comprehensive financial planning and investment management services. The firm uses a proprietary research process to build recommended investment options and emphasizes strategic asset allocation, disciplined rebalancing, and selective use of alternative investments to manage risk and return over market cycles.
Michelle C
CFA®, Series 63, Series 65, Series 66
Fort Worth, TX
Portia Capital Management
Michelle Connell is a CFA charterholder with 13 years of experience in financial services. She has worked at Portia Capital Management since 2017 and previously held positions at Asset Management Advisors Inc, UBS Financial Services, and Piper Sandler & Co. Connell also serves as an adjunct professor of finance at the University of Dallas. Portia Capital Management provides financial planning and investment management services to high-net-worth individuals, families, trusts, and charitable foundations. The firm uses a proprietary research process for portfolio construction, emphasizing strategic asset allocation, disciplined rebalancing, and manager selection focused on risk-adjusted returns.
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