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Eastport Advisors, LLC (Annapolis)


Eastport Advisors, LLC is an adviser based in Annapolis. It manages $36.25 million of regulatory assets for 55 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Maryland.

Eastport Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eastport Advisors: assets under management

The assets under management (AUM) of Eastport Advisors, LLC is $36.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $659.13 thousand each.
Eastport Advisors has custody of $36.25 million in cash and securities for 55 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Eastport 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 Annapolis

The principal office where Eastport Advisors, LLC performs its advisory services is located at 1204 Britannia Lane, Annapolis, MD 21403, 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 410-267-6626. The normal business hours are by appointment only on Monday - Friday.


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