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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.