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| E6 Portfolios
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| CRD # | 326617 |
| SEC # | 801-128335 |
| CIK # | 0002110817 |
| AUM | 239.4 M (2026-03-27) |
| Employees | 9 (33% Investors, 22% Brokers) |
| Fees | |
| Minimum | |
| Phone | 801-545-8706 |
| Address | Everspire Plaza, 6900 S 900 E Midvale, UT 84047 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure] |
|---|
ITEM 7 – TYPES OF CLIENTS E6 Portfolios primarily provides its advisory services to other RIAs, and serves their clients including individuals, families, businesses, charitable organizations, and retirement plans. E6 Portfolios' investment management services do not have firm minimum investment requirements; each Primary Advisor that E6 works with sets its own policies for taking on a client. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.8 | ||
| Nvidia Corp | 1.2 | ||
| Automatic Data Processing Inc | 0.9 | ||
| iShares Bitcoin Trust | 0.9 | ||
| MicroStrategy Inc | 0.6 | ||
| Alphabet Inc | 0.5 | ||
| Microsoft Corp | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 730 | 140.6 |
| (b) Individuals (high net worth individuals) | 51 | 96.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,785 | 239.4 |
| By Discretionary | ||
| Discretionary | 1,785 | 239.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,785 | 239.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 239.4 | |
| Total | 1,785 | 239.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110817] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Loyola Asset Management LLC
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FL | 239.9 M |
|
Marest Capital LLC
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|
CA | 239.8 M |
|
Brewster Financial Planning LLC
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|
NY | 239.7 M |
|
SWP Financial LLC
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|
CA | 239.4 M |
|
Brian Low Financial Group LLC
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|
LA | 239.3 M |
|
Galleria Financial Advisors LLC
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|
GA | 239.2 M |
|
Driven Investments LLC
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|
239.2 M | |
|
SAOS Capital LLC
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|
SC | 239.1 M |
|
Street Capital Partners LLC
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|
IN | 238.9 M |
|
Snowcap Capital Management LLC
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|
TX | 238.9 M |