Fee-only adviser · St. Helena, CA
The Portola Group Inc
The Portola Group Inc is a fee-only investment adviser registered with the securities regulator of California, with a mailing address in St. Helena, California (its office is a private residence, so the street address is not published). On its latest Form ADV, filed February 23, 2026, it reports $41M in regulatory assets under management, 28 individual clients and 1 employee who gives 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 | State-registered: California |
|---|---|
| Firm CRD number | 105359 · SEC file 801-14344 |
| Office | St. Helena, CA (mailing address; office not published) |
| Phone | (707) 804-6518 |
| Website | www.portolagroup.com |
| Regulatory assets under management | $41M |
| Individual clients | 0 non-high-net-worth, 28 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee, Other |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 23, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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 St. Helena
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