Logan W. Sumter

PORTFOLIO ADVISORS

Fresno, CA 93711-5799

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CRD#: 8047670

Professional summary

Logan Wesley Sumter is a registered financial advisor currently at PORTFOLIO ADVISORS, INC. located in Fresno, California.

Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Logan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Wesley Sumter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 9, 2025 - Present

PORTFOLIO ADVISORS, INC.

Office #1: 7571 N. Remington Ave., Ste. 105, Fresno, CA 93711-5799

RIA

CRD#: 106111

Fresno, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PORTFOLIO ADVISORS, INC.

PORTFOLIO ADVISORS | PORTFOLIO ADVISORS, INC.

CRD#: 106111 / SEC#: 801-38220

RIA

Registered Investment Advisory firm - (2/1/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/9/2025

Uniform Investment Adviser Law Examination

Current Firm

PORTFOLIO ADVISORS, INC.

PORTFOLIO ADVISORS | PORTFOLIO ADVISORS, INC.

CRD#: 106111 / SEC#: 801-38220

RIA

Registered Investment Advisory firm - (2/1/1991 Approved)

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Contact information

Main Address

7571 N. Remington Ave., Ste. 105, Fresno, CA 93711-5799

Mailing Address

Phone number

(559) 432-8400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (6/24/2025)

Regulatory assets under management

Total Number of Accounts	755
AUM (Assets Under Management)	$ 224,251,297

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Logan W. Sumter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Wesley Sumter's CRS (Customer Relationship Summary).

Certified licenses

Experience

PORTFOLIO ADVISORS, INC.

Primary Firm SEC Registration

PORTFOLIO ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/9/2025

Current Firm

PORTFOLIO ADVISORS, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PORTFOLIO ADVISORS, INC.

TRUST BUT VERIFY

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