Fee-only adviser · Tacoma, WA
Portfolio Strategies Inc
Portfolio Strategies Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Tacoma, Washington. On its latest Form ADV, filed September 25, 2026, it reports $50M in regulatory assets under management, 289 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 104685 · SEC file 801-18475 |
| Office | 621 Pacific Avenue Suite 15 Tacoma, WA 98402 |
| Phone | (253) 383-1676 |
| Website | www.portstrat.com |
| Regulatory assets under management | $50M |
| Individual clients | 289 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 25, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Tacoma
- Financial Insights Wealth Management $747M
- Columbia River Advisors $191M
- Seneschal Family Office $301M
- Stolz & Associates, PS $282M
- MKT and Associates LLC $379M
- Rainier Family Wealth, Inc. $331M
See all 10 fee-only advisers in Tacoma →
Nearby
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- Federal Way 5 firms
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- Fox Island 1 firm
- Port Orchard 2 firms
- Lacey 2 firms
- Mercer Island 4 firms
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