Advisorengine Portfolio Solutions Inc.
● SEC registered since 2025CRD 336317SEC# 801-134392Raleigh, NC
Reg. AUM
$331.3M
Employees
1
Accounts
1,410
Location
Raleigh, NC
About Advisorengine Portfolio Solutions
AdvisorEngine Portfolio Solutions is a turnkey asset management program (TAMP) for advisory firms. Capabilities include a model marketplace, due diligence, flexible portfolio construction, trade management, reporting, and custom support to scale a consistent investment process.
Summary based on the firm’s website.
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 $331.3 million in regulatory assets under management and employs 1 people.
Advisorengine Portfolio Solutions Inc. owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Perovic Control | Director | Under 5% | 2026 |
| Andrew William George Lewis Control | Director | Under 5% | 2026 |
| Beth Ann Haddock Control | Chief Legal Officer | Under 5% | 2025 |
| Bettis Holdings, LLC Control | Owner Of Aeps | Over 75% | 2026 |
| Carly Jo De Diego Control | Vice President, Director | Under 5% | 2025 |
| Craig Ramsey Control | Chief Financial Officer, Director | Under 5% | 2025 |
| 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, Ceo, Director | Under 5% | 2025 |
| Bettis Management Holdings LLC Control | Active | Over 75% | 2026 |
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 $331.3 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
$331.3M▲ 846%
Jan '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,389 advisers
EmployeesTop 94%
More than 6% of 16,799 advisers
Assets under management
$331.3Mregulatory AUM
Discretionary $331.3M