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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

QUESTIS PORTFOLIO PARTNERS, LLC

CRD 168729

CHARLESTON, SC

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:f3b55a77-e10e-ce6d-922c-375e63ab44ee

Data as of Apr 1, 2014 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 16, 2013 to Apr 1, 2014
3 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $11.5MItem 5.F on the latest filing (2014-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $11.5M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Accounts: 165
SEC number: 801-78472
CRD: 168729
Filings on the tape: 3
First filed: Aug 16, 2013
Latest filed: Apr 1, 2014
Organised: Limited Liability Company, South Carolina

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
CARLSON, JAMES, LOUIS	Member	B	yes	01/2013	Aug 16, 2013	Apr 1, 2014
TABB, JOHN, MARSHALL	Member	B	yes	01/2013	Aug 16, 2013	Apr 1, 2014
WILBOURNE, STEPHEN, PHILIP	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	yes	07/2007	Aug 16, 2013	Apr 1, 2014

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
QUESTIS ADVISOR PARTNERS, LLC	n/a	n/a	n/a	Y	no	n/a
UPPI ADVISORS, LLC	n/a	n/a	n/a	N	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
2013	Mar 31, 2014	$11.5M	$11.5M	4	4	n/a	n/a	n/a

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
2013	$11.5M	n/a	n/a	n/a	n/a	4	n/a	n/a	n/a

Relationships

Controls (3)

← WILBOURNE, STEPHEN, PHILIPOwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Aug 16, 2013 to presentfactForm ADV
← TABB, JOHN, MARSHALLOwnerMEMBER, ownership code B, individual
Aug 16, 2013 to presentfactForm ADV
← CARLSON, JAMES, LOUISOwnerMEMBER, ownership code B, individual
Aug 16, 2013 to presentfactForm ADV

Registered with (2)

← JOHN MARSHALL TABBAdvisorregistration: previous registration
Sep 25, 2013 to Apr 29, 2014factForm ADV
← Matthew Dayton RittAdvisorregistration: previous registration
Sep 25, 2013 to Apr 29, 2014factForm ADV

Dated events

Occurred
Aug 16, 2013
First Form ADV filing
Questis Portfolio Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f3b55a77-e10e-ce6d-922c-375e63ab44ee
First observed: Aug 16, 2013
Last observed: Apr 1, 2014 151 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.

QUESTIS PORTFOLIO PARTNERS, LLC

CRD 168729

CHARLESTON, SC

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:f3b55a77-e10e-ce6d-922c-375e63ab44ee

Data as of Apr 1, 2014 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:59 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARLSON, JAMES, LOUIS

Member

yes

01/2013

Aug 16, 2013

Apr 1, 2014

TABB, JOHN, MARSHALL

Member

yes

01/2013

Aug 16, 2013

Apr 1, 2014

WILBOURNE, STEPHEN, PHILIP

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

yes

07/2007

Aug 16, 2013

Apr 1, 2014

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

QUESTIS ADVISOR PARTNERS, LLC

n/a

UPPI ADVISORS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2013

Mar 31, 2014

$11.5M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2013

$11.5M

n/a