Wealth manager, wrap-program sponsor · Midvale, UT
E6 Portfolios
SEC-registered investment adviser · CRD 326617 · SEC 801-128335
At a glance
E6 Portfolios is an SEC-registered investment adviser based in Midvale, Utah, with $239 million in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is individuals, and it reports 781 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 5,153rd of 8,915 wealth managers and 11,310th of 17,210 SEC-registered advisers by assets.
Main office 801-545-8706e6portfolios.comAs filed on Form ADV
- Regulatory AUM
- $239M
- Rank among wealth managers
- #5,153 of 8,915
- Rank among all SEC RIAs
- #11,310 of 17,210
- Rank in Utah
- #104 of 151
- Individual clients
- 781
- High-net-worth clients
- 51
- Accounts
- 1,785
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Roy R. JonesCEO and Chief Compliance Officer
- Joshua P. JonesPresident
- Monica R. AkbarCompliance Manager
- Jason H. LindquistDirector of Investments
Custody and brokerage
Broker-dealer
Hybrid RIA
E6 Portfolios is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: M. H. Leblang, Inc..
- M. H. Leblang, Inc. ↗CRD 2535
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 730 | $141M | 59% |
| High-net-worth individuals | 51 | $96M | 40% |
| Charitable organizations | – | $2M | <1% |
| Corporations or other businesses | – | $0M | <1% |
| Other | – | $0M | <1% |
Disciplinary disclosures
E6 Portfolios reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗e6portfolios.com ↗
AtlasMembers
The full record on E6 Portfolios
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 6,289 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does E6 Portfolios manage?
E6 Portfolios reports $239 million in regulatory assets under management across 1,785 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is E6 Portfolios?
E6 Portfolios is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are E6 Portfolios’s clients?
By assets, its largest client types are individuals ($141 million, 730 clients); high-net-worth individuals ($96 million, 51 clients); charitable organizations ($2 million).
Does E6 Portfolios have any disciplinary history?
E6 Portfolios reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is E6 Portfolios’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →