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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PORTFOLIO ADVISORY COUNCIL,L.L.C.

PORTFOLIO ADVISORY COUNCIL, L.L.C., CRD 107465

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e19f4f5c-12a5-e365-de7b-65f154774d7b

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 4
On other graphs: 0
Observed: Apr 10, 2012 to Mar 11, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.8 fund_share=0.0 institutional_share=0.2 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $495MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $394M
Private client RAUM: $394MderivedItem 5.D individuals plus high net worth individuals
Private client share: 80%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $70.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 971
Individual clients: 420
High net worth clients: 130
SEC number: 801-27691
CRD: 107465
Filings on the tape: 30
First filed: Apr 10, 2012
Latest filed: Mar 11, 2026
Organised: Limited Liability Company, TX
Website: pacadvisory.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM THOMAS SUTTON	n/a	HOUSTON, TX	23	54	2	no
JAMES WILLIAM HAMILTON	n/a	HOUSTON, TX	23	32	1	no
PHILIP BRUCE MORAN	Certified Financial Planner\|Chartered Financial Consultant	HOUSTON, TX	23	27	2	no
WENDY ELLEN BIRKINSHAW KORMAN	Certified Financial Planner\|Personal Financial Specialist	HOUSTON, TX	21	31	1	no
JERRY MICHAEL SMITH	n/a	HOUSTON, TX	20	32	1	no
JOHN CLAUGE HUSBANDS	n/a	HOUSTON, TX	19	38	1	no
CLIFTON FORD MORAN	n/a	HOUSTON, TX	4	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HAMILTON, JAMES, WILLIAM	NON-MANAGING PARTNER	C	yes	08/1998	Apr 10, 2012	Mar 19, 2024
MORAN, PHILIP, BRUCE	MANAGING PARTNER, COMPLIANCE OFFICER	C	yes	08/1998	Apr 10, 2012	Mar 19, 2024
SUTTON, WILLIAM, THOMAS	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	C	yes	08/1998	Apr 10, 2012	Mar 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SOULES INSURANCE INCORPORATED	n/a	n/a	n/a	N	no	n/a
WENDY KORMAN, CFP	n/a	n/a	n/a	N	no	n/a
WILLIAM T SUTTON, JR.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$495M	$394M	9	6	0	n/a	n/a
2024	Mar 25, 2025	$465M	$369M	9	6	0	n/a	n/a
2023	Mar 19, 2024	$351M	$290M	9	6	0	n/a	n/a
2022	Mar 14, 2023	$281M	$239M	10	7	0	n/a	n/a
2021	Feb 24, 2022	$422M	$354M	9	6	0	n/a	n/a
2020	Mar 3, 2021	$402M	$335M	9	6	0	n/a	n/a
2019	Mar 26, 2020	$314M	$253M	9	6	0	n/a	n/a
2018	Feb 22, 2019	$288M	$222M	9	6	0	n/a	n/a
2017	Mar 14, 2018	$285M	$232M	9	9	0	n/a	n/a
2016	Mar 10, 2017	$417M	$239M	9	9	n/a	n/a	n/a
2015	Mar 28, 2016	$243M	$238M	9	9	n/a	n/a	n/a
2014	Mar 24, 2015	$402M	$228M	6	6	n/a	n/a	n/a
2013	Feb 28, 2014	$330M	$172M	6	6	n/a	n/a	n/a
2012	Apr 30, 2013	$307M	$162M	6	6	n/a	n/a	n/a
2011	Apr 10, 2012	$299M	$159M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$495M	$465M	6.4%	$281M	20.7%	9	9	0	0

Relationships

Registered with (9)

← CLIFTON FORD MORANAdvisorregistration: current employment
Jul 19, 2022 to presentfactForm ADV
← JOHN CLAUGE HUSBANDSAdvisorregistration: previous registration
Dec 4, 2006 to Dec 31, 2013factForm ADV
← JERRY MICHAEL SMITHAdvisorregistration: previous registration
Aug 22, 2006 to Dec 31, 2013factForm ADV
← WENDY ELLEN BIRKINSHAW KORMANAdvisorregistration: previous registration
Sep 7, 2005 to Dec 31, 2013factForm ADV
← PHILIP BRUCE MORANAdvisorregistration: previous registration
Aug 27, 2003 to Dec 31, 2013factForm ADV
← WILLIAM THOMAS SUTTONAdvisorregistration: previous registration
Aug 26, 2003 to Dec 31, 2013factForm ADV
← JAMES WILLIAM HAMILTONAdvisorregistration: previous registration
Aug 26, 2003 to Dec 31, 2013factForm ADV
← Taylor Philip MoranAdvisorregistration: previous registration
May 20, 2021 to Mar 1, 2024factForm ADV
← Janine Jefferson MooreAdvisorregistration: previous registration
Nov 1, 2006 to Mar 23, 2007factForm ADV

Controls (3)

← SUTTON, WILLIAM, THOMASOwnerMANAGING PARTNER & CHIEF COMPLIANCE OFFICER, ownership code C, individual
Apr 10, 2012 to Mar 19, 2024factForm ADV
← HAMILTON, JAMES, WILLIAMOwnerNON-MANAGING PARTNER, ownership code C, individual
Apr 10, 2012 to Mar 19, 2024factForm ADV
← MORAN, PHILIP, BRUCEOwnerMANAGING PARTNER, COMPLIANCE OFFICER, ownership code C, individual
Apr 10, 2012 to Mar 19, 2024factForm ADV

Dated events

Occurred
Mar 25, 2025
Regulatory AUM changed
Portfolio Advisory Council,L.L.C. reported RAUM $465.0M, up 32% from $351.1M (2024-03-19 to 2025-03-25)
Form ADVobserved 4 days ago
$114M
Occurred
Mar 1, 2024
Advisor changed firm
Taylor Philip Moran left Portfolio Advisory Council,L.L.C. for Guardian Wealth Advisors, Llc (registered 2024-03-15)
Form ADVobserved 4 days ago
Occurred
Mar 14, 2023
Regulatory AUM changed
Portfolio Advisory Council,L.L.C. reported RAUM $281.4M, down 33% from $422.2M (2022-07-29 to 2023-03-14)
Form ADVobserved 4 days ago
$-141M
Occurred
Mar 14, 2018
Regulatory AUM changed
Portfolio Advisory Council,L.L.C. reported RAUM $284.8M, down 32% from $416.6M (2017-11-09 to 2018-03-14)
Form ADVobserved 4 days ago
$-132M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e19f4f5c-12a5-e365-de7b-65f154774d7b
First observed: Apr 10, 2012
Last observed: Mar 11, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PORTFOLIO ADVISORY COUNCIL,L.L.C.

PORTFOLIO ADVISORY COUNCIL, L.L.C., CRD 107465

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e19f4f5c-12a5-e365-de7b-65f154774d7b

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:52 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM THOMAS SUTTON

n/a

HOUSTON, TX

JAMES WILLIAM HAMILTON

n/a

HOUSTON, TX

PHILIP BRUCE MORAN

Certified Financial Planner|Chartered Financial Consultant

HOUSTON, TX

WENDY ELLEN BIRKINSHAW KORMAN

Certified Financial Planner|Personal Financial Specialist

HOUSTON, TX

JERRY MICHAEL SMITH

n/a

HOUSTON, TX

JOHN CLAUGE HUSBANDS

n/a

HOUSTON, TX

CLIFTON FORD MORAN

n/a

HOUSTON, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HAMILTON, JAMES, WILLIAM

NON-MANAGING PARTNER

yes

08/1998

Apr 10, 2012

Mar 19, 2024

MORAN, PHILIP, BRUCE

MANAGING PARTNER, COMPLIANCE OFFICER

yes

08/1998

Apr 10, 2012

Mar 19, 2024

SUTTON, WILLIAM, THOMAS

MANAGING PARTNER & CHIEF COMPLIANCE OFFICER

yes

08/1998

Apr 10, 2012

Mar 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SOULES INSURANCE INCORPORATED

n/a

WENDY KORMAN, CFP

n/a

WILLIAM T SUTTON, JR.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$495M

$394M

n/a

2024

Mar 25, 2025

$465M

$369M

n/a

2023

Mar 19, 2024

$351M

$290M

n/a

2022

Mar 14, 2023

$281M

$239M

n/a

2021

Feb 24, 2022

$422M

$354M

n/a

2020

Mar 3, 2021

$402M

$335M

n/a

2019

Mar 26, 2020

$314M

$253M

n/a

2018

Feb 22, 2019

$288M

$222M

n/a

2017

Mar 14, 2018

$285M

$232M

n/a

2016

Mar 10, 2017

$417M

$239M

n/a

2015

Mar 28, 2016

$243M

$238M

n/a

2014

Mar 24, 2015

$402M

$228M

n/a

2013

Feb 28, 2014

$330M

$172M

n/a

2012

Apr 30, 2013

$307M

$162M

n/a

2011

Apr 10, 2012

$299M

$159M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$495M

$465M

6.4%

$281M

20.7%