E6 PORTFOLIOS

CRD

326617

SEC file #

801-128335

EIN

923629465

DBA names

—

Economics

AUM

$239.4M

AUM band

$100M-$500M

AUM trajectory

'25 · $134.0M

'26 · $239.4M

'25'26

$134.0M → $239.4M▲ +79%

sec adv history

Client mix

Individuals Other	730
Individuals High Net Worth	51

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 3 advisors

'26 · 3 advisors

'25'26

3 advisors → 3 advisors▬ 0%

sec adv history

Primary office

MIDVALE UT

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Portfolio mgmt — individualsSelection of other advisersOther Advisory Services

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/27/2026

ADV-W filed at

—

Website

e6portfolios.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

E6 HOLDINGS, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

E6 HOLDINGS, LLC

Akbar, Monica, Rosalind

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

E6PORTFOLIOS.COM

Rdap Domain Creation Date

2015-04-08T06:33:37Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002110817

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2026-02-13

Edgar Last Filing Date

2026-05-12

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-12

Accession0002110817-26-000002

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	4
Altruist	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

6900 S 900 E.STE 200MIDVALE, UT 84047

Business

6900 S 900 E.STE 200MIDVALE, UT 84047

Edgar EIN

923629465

Edgar Recent Filings

13F-HR2026-05-12 · 0002110817-26-000002

13F-HR2026-02-13 · 0002110817-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2028-04-08T06:33:37Z

Rdap Domain Last Changed

2026-04-09T11:30:59Z

Rdap Nameservers

Ns25.domaincontrol.comNs26.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate