Old Port Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

108228

SEC number

801-60130

Firm type

RIA

Assets under management

$782.8M as of May 13, 2026

Website

www.linkedin.com/COMPANY/INVESTMENT-MANAGEMENT-&-CONSULTING-GROUP ↗

Phone

207-774-6552

Address

130 Middle Street, Portland, ME, 04101-7104

Advisors at this firm

10 in our index · page 1 of 1

• Erica Morgan BlyCRD 5198589 · Portland, ME
  IA RegisteredRegistration inactive
• Lawrence John BowlanCRD 1095978 · Portland, ME
  IA Registered
• Ben Weylin DaigleCRD 4833149 · Portland, ME
  IA Registered
• Francis J DaviesCRD 1158927 · Portland, ME
  IA Registered
• Jason Edward FosterCRD 2946937 · Portland, ME
  IA RegisteredRegistration inactive
• Richard Atwood HarlowCRD 2954298 · Portland, ME
  IA Registered
  Disclosure event(s) on record
• Jake Thomas KenyonCRD 6395909 · Portland, ME
  IA RegisteredRegistration inactive
• Nan Margaret PendletonCRD 7499546 · Portland, ME
  IA RegisteredRegistration inactive
• Tracy Warren RogersCRD 4178132 · Portland, ME
  IA Registered
• Fredric Wallace WilliamsCRD 712536 · Portland, ME
  IA Registered
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.