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Ctc Consulting, LLC (Portland)


Ctc Consulting, LLC is a large advisory firm based in Portland. It manages $581.16 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Connecticut, Illinois, and 8 other states.

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Ctc Consulting provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and asset allocation, performance measurement, high net worth consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ctc Consulting: assets under management

The assets under management (AUM) of Ctc Consulting, LLC is $581.16 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $581.16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.32 million each.
Ctc Consulting has custody of $110.7 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ctc Consulting, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Bank Of America Corporation Shareholder of nb holdings corporation 1 Sep 1998 75% - 100% 56-0906609
Inc. Harris Ria Holdings Owner 1 Jun 2012 75% - 100% 27-0036997

Based in Portland

The principal office where Ctc Consulting, LLC performs its advisory services is located at 4380 Sw Macadam Avenue, Portland, OR 97239 6407, which is also the mailing address of the firm. An additional office of the firm is in Portsmouth, NH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-228-4300 or by fax 503-220-4576. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.ctcconsulting.com.


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