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PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CRD 144601File 801-111808
APPROVED
Retail clients
Disclosure events
Filing as of Oct 17, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$121.9M
Bottom 25% of cohort (national)
Discretionary AUM
$121.7M
Non-discretionary $163K
Clients
349
428 accounts
Employees
17
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 6, 2017
- Principal office
- 4000 PONCE DE LEON BLVD STE 670, CORAL GABLES, FL, 33146
- Phone
- 305-372-0299
- Website
- HTTP://WWW.JMFS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $121.9M
- Discretionary AUM
- $121.7M
- Non-discretionary AUM
- $163K
- Discretionary accounts
- 427
- Non-discretionary accounts
- 1
- Total accounts
- 428
- AUM per client
- $349K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 30 | $20.7M |
| High net worth individuals | 11 | $18.2M |
| Pension and profit sharing plans | Fewer than 5 | $14K |
| Individuals (other than high net worth individuals) | 307 | $82.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E1
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 16 | 17 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 337 | 349 | increased by12 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $115,963,278 | $121,869,009 | increased by$5,905,731 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 362 | 428 | increased by66 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 16 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 315 | 337 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $99,018,339 | $115,963,278 | increased by$16,944,939 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 456 | 362 | decreased by94 |
| Oct 1, 2022 | Employees | 13 | 15 | increased by2 |
| Oct 1, 2022 | Clients | 357 | 315 | decreased by42 |
| Oct 1, 2022 | AUM | $110,733,445 | $99,018,339 | decreased by$11,715,106 |
| Oct 1, 2022 | Accounts | 469 | 456 | decreased by13 |
| Dec 1, 2021 | Employees | 15 | 13 | decreased by2 |
| Nov 1, 2021 | Employees | 17 | 15 | decreased by2 |
| Nov 1, 2021 | Clients | 383 | 357 | decreased by26 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PORTFOLIO RESOURCES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PORTFOLIO RESOURCES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.