Be advised. This firm is no longer registered.

Portfolio Capital Management Inc.

Portfolio Capital Management Inc. (CRD# 105694) is a financial advisory firm headquartered in Charlotte, NC. They manage $206,732,000 in 261 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $792,077
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, IL, LA, NC, OH, PA, SC, TX, VA

Financial Advisors at Portfolio Capital Management Inc.
No Advisor Found.
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