Thomas Porta
Porta Investment Management · Vallejo, California
Thomas Porta is a fee-only financial advisor at Porta Investment Management in Vallejo, California, who holds the CFP and CFA credentials. Porta Investment Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Porta Investment Management |
|---|---|
| Based in | Vallejo, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $35.3M across 63 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA · CRD 2006268 |
| Exams passed | Series 63 (1991) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Thomas's firm compares
- Porta Investment Management's average account is about $560,000, from its Form ADV (assets managed divided by 63 accounts).
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Questions about Thomas
Is Thomas Porta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Porta Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Porta Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Thomas Porta based?
Thomas Porta is based in Vallejo, California.
What credentials does Thomas Porta hold?
Thomas Porta holds the CFP and CFA credentials.
Is Thomas Porta registered with the SEC?
Yes. Thomas Porta is registered as an investment adviser representative in CA (CRD 2006268), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Porta Investment Management manage?
Porta Investment Management reports $35.3M across 63 accounts in assets under management.
How do I contact Thomas Porta?
Contact details aren't on file yet. Search for Porta Investment Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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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