Data / Investment advisers / Florida / Portfolio Resources Advisor Group, Inc.
Portfolio Resources Advisor Group, Inc., Coral Gables, FL: $122 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Portfolio Resources Advisor Group, Inc. is an SEC registered investment adviser with its main office in Coral Gables, Florida and reports $122 million in regulatory assets under management in its Form ADV filed October 17, 2025. Its clients include individuals, corporations and other businesses and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Portfolio Resources Advisor Group, Inc. (CRD number 144601): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 144601
- SEC file number
- 801-111808
- SEC status
- Approved, effective October 6, 2017
- Main office
- 4000 Ponce de Leon Blvd Ste 670, Coral Gables, FL 33146
- Phone
- (305) 372-0299
- Website
- ffsins.com
- Regulatory AUM
- $121,869,009 in the Form ADV filed October 17, 2025
- Discretionary AUM
- $121,706,150
- Non discretionary AUM
- $162,859
- Accounts
- 428
- Employees
- 17, of which 15 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 10
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- October 17, 2025
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 307 | $82.9 million |
| Corporations or other businesses | 30 | $20.7 million |
| High net worth individuals | 11 | $18.2 million |
| Pension and profit sharing plans | 1 | $13,500 |
Other advisers in Coral Gables
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Altura Capital | Coral Gables | $159.5 million | 4 | adviserinfo.sec.gov |
| Balanz | Coral Gables | $152.6 million | Not listed | adviserinfo.sec.gov |
| Accumulator Operations LLC | Coral Gables | $148.4 million | 9 | adviserinfo.sec.gov |
| Entelevest, LLC | Coral Gables | $147 million | Not listed | adviserinfo.sec.gov |
| Advantage Investing, Inc. | Coral Gables | $138.9 million | Not listed | adviserinfo.sec.gov |
| Futura Asset Advisors LLC | Coral Gables | $114.8 million | Not listed | adviserinfo.sec.gov |
| Cantata Wealth Management, LLC | Coral Gables | $101.1 million | Not listed | adviserinfo.sec.gov |
| Bail Capital LLC | Coral Gables | Not listed | 32 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Coral Gables, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving corporations and other businesses
- Portfolio Resources Advisor Group, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.