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Irvington Capital Advisors LLC (Portland)


Irvington Capital Advisors LLC is a large advisory firm based in Portland. It manages $100 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Oregon and Washington.

Irvington Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Irvington Capital Advisors: assets under management

The assets under management (AUM) of Irvington Capital Advisors LLC is $100 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $100 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.43 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Irvington Capital Advisors LLC for their services and products based on a percentage of assets under management. 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.

Based in Portland

The principal office where Irvington Capital Advisors LLC performs its advisory services is located at 3527 Ne 15 Th #136, Portland, OR 97212, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-724-0046 or by fax 503-922-1895. The normal business hours are 9:00 am-5:00 pm on Monday - Friday.


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