Advisorengine Portfolio Solutions Inc.
● SEC registered since 2025CRD 336317SEC# 801-134392Raleigh, NC
Reg. AUM
$176.4M
Employees
1
Accounts
587
Location
Raleigh, NC
Advisorengine Portfolio Solutions Inc. assets under management
Advisorengine Portfolio Solutions Inc. is an investment advisory firm registered with the SEC based in Raleigh, NC. The firm has been registered since 2025. It reports $176.4 million in regulatory assets under management and employs 1 people.
Advisorengine Portfolio Solutions Inc. owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beth Ann Haddock Control | Chief Legal Officer | Under 5% | 2025 |
| Carly Jo De Diego Control | Vice President | Under 5% | 2025 |
| Craig Ramsey Control | Chief Financial Officer | Under 5% | 2025 |
| Ft Fintech Holdings, LLC Control | Owner Of Aeps | Over 75% | 2014 |
| Joshua James Monroe Control | Chief Investment Officer | Under 5% | 2026 |
| Michael James Durette Control | Chief Compliance Officer | Under 5% | 2025 |
| Richard V Cancro Control | President And Ceo | Under 5% | 2025 |
| Franklin Resources Inc. Control | Active | Over 75% | 1969 |
| Legg Mason Inc. Control | Active | Over 75% | 1981 |
| Templeton International Inc. Control | Active | Over 75% | 1992 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Advisorengine Portfolio Solutions Inc. manage?
Advisorengine Portfolio Solutions Inc. reports $176.4 million in regulatory assets under management on its Form ADV.
How many employees does Advisorengine Portfolio Solutions Inc. have?
Advisorengine Portfolio Solutions Inc. reports 1 employees.
Where is Advisorengine Portfolio Solutions Inc. located?
Advisorengine Portfolio Solutions Inc. is based in Raleigh, NC and has been SEC-registered since 2025.
Does Advisorengine Portfolio Solutions Inc. disclose fund performance?
Advisorengine Portfolio Solutions Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1616 E Millbrook Road, Suite 210, Raleigh, NC 27609 |
| Phone | 888-225-7216 |
| Office hours | 9 a.m. - 5 p.m. Et |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$176.4M▲ 404%
Jan '26Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,306 advisers
EmployeesTop 94%
More than 6% of 16,824 advisers
Assets under management
$176.4Mregulatory AUM
Discretionary $176.4M