Theodore Heuchling
Portfolio Logix · Missoula, Montana
Theodore Heuchling is a fee-only financial advisor at Portfolio Logix in Missoula, Montana. Portfolio Logix reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Portfolio Logix |
|---|---|
| Based in | Missoula, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $39.5M across 245 accounts |
| SEC registration | Investment adviser representative in ID, MT · CRD 2108803 |
| Exams passed | Series 63 (1990) · Series 65 (1994) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
How Theodore's firm compares
- Portfolio Logix's average account is about $161,000, from its Form ADV (assets managed divided by 245 accounts).
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Questions about Theodore
Is Theodore Heuchling a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Theodore holds no broker registration, and Portfolio Logix reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Theodore charge for financial advice?
Theodore's firm, Portfolio Logix, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Theodore Heuchling based?
Theodore Heuchling is based in Missoula, Montana.
Is Theodore Heuchling registered with the SEC?
Yes. Theodore Heuchling is registered as an investment adviser representative in ID and MT (CRD 2108803), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Portfolio Logix manage?
Portfolio Logix reports $39.5M across 245 accounts in assets under management.
How do I contact Theodore Heuchling?
Contact details aren't on file yet. Search for Portfolio Logix.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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