Portfolio Strategies Inc
- Regulatory AUM
- $50.2M
- Discretionary
- $50.2M
- Clients
- 289
- Avg AUM / client
- $174K
- Accounts
- 297
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 289 | $36.7M | 73.1% |
| High net worth individuals | Fewer than 5 clients | $5.1M | 10.1% |
| Other investment advisers | Fewer than 5 clients | $8.3M | 16.6% |
| Corporations and other businesses | Fewer than 5 clients | $127K | 0.25% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David James Jajewski | Chief Compliance Officer/Chief Executive Officer | Sep 1992 (34y) | 50% – 75% | |
| John Deforrest Williamson | Owner | Mar 2000 (26y) | 50% – 75% | |
| Grier, Lindsey, Elaine | Chief Financial Officer | Jan 2010 (17y) | Less than 5% | |
| Andrew David Mirkovich | Registered representative | Dec 2014 (12y) | ||
| Michelle Rene Huffman | Registered representative | Aug 2016 (10y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- E*TRADE (Morgan Stanley) $36.3M (30% of AUM) Mar 2021
- Trust Company Of America $33.7M (18% of AUM) Dec 2018
- Charles Schwab & Co. $22.1M (44% of AUM) Jul 2026
- Axos Clearing $8.3M (17% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗