Adam Keith McKell
Financial advisor at Portside Wealth Group, LLC · Provo, UT
Last updated 2026-10-10
Claim your profileAdam Keith McKell is a financial advisor at Portside Wealth Group, LLC in Provo, UT, CRD 6561704. Licenses and exams on the registration: Series 65. IAPD registration began 2015-11-17.
Registration
- CRD number
- 6561704
- Registration status
- Active
- IAPD registration
- 2015-11-17
- Industry Experience
- 10 years
- Work Experience
- 11 years
- States registered
- CA, TX
Licenses and exams
- Series 65
Work history
- 2015-08 to 2018-02 · American United Life · Corona, CA
- 2015-09 to 2018-02 · Oneamerica Securities · Corona, CA
- 2015-06 to Present · McKell Partners · Corona, CA
- 2018-02 to 2023-06 · Townsquare Capital, LLC · Provo, UT
- 2023-04 to Present · Portside Wealth Group · Provo, UT
Current employment
- Portside Wealth Group, LLC · Provo, UT
Portside Wealth Group, LLC
- Regulatory AUM
- $1,431,570,380
- Registered advisors
- 56
- Offices
- 47
- Clients per advisor
- 115.6 (High)
- Average AUM per client
- $221.1K (Low)
- High-net-worth client ratio
- 32.2% (Moderate)
Portside Wealth Group, LLC: advisors, services and reported ETF investments
About
Adam Keith McKell is a financial advisor at Portside Wealth Group, LLC in Provo, UT. Reported securities licenses include Series 65. The latest record indicates 10 years of industry experience and 11 years of reported work history. Reported roles include Portside Wealth Group, McKell Partners, Townsquare Capital, LLC, Oneamerica Securities.
SEC disclosures list additional business and community activities: 2015-Mckell Partners; Self;non-Variable Insurance Sales (fixed Life.
Portside Wealth Group, LLC's firm-level Form ADV reports 56 advisors across 47 offices; approximately 115.6 clients per advisor, average assets per client of $221,092, and regulatory AUM of $1.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $280.9M across 81 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Adam Keith McKell personally.
Reported ETF positions
Portside Wealth Group reports 81 ETF positions worth $280.9M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $45.5M |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $27.7M |
| SPDW — State Street SPDR Portfolio Developed World ex-US ETF | $21.1M |
| SPYV — State Street SPDR Portfolio S&P 500 Value ETF | $15.6M |
| SPSM — State Street SPDR Portfolio S&P 600 Small Cap ETF | $9.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Portside Wealth Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $5.1M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $5.1M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $4.7M | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $1.1M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Portside Wealth Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
- Lawyer or Law Firm
Location
3507 N University Ave, Provo, UT 84604
56 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Adam Keith McKell?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.