Portfolio Resources Advisor Group, Inc.
- Regulatory AUM
- $122M
- Discretionary
- $122M
- Clients
- 349
- Avg AUM / client
- $349K
- Accounts
- 428
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 17, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 307 | $82.9M | 68.0% |
| High net worth individuals | 11 | $18.2M | 15.0% |
| Pension and profit sharing plans | 1 | $13.5K | 0.01% |
| Corporations and other businesses | 30 | $20.7M | 17.0% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Antonio Nmn Camejo | President/Chief Compliance Officer/Shareholder | Apr 2007 (19y) | 25% – 50% | |
| Maraver, Jose, Manuel | Shareholder | Apr 2007 (19y) | 25% – 50% | |
| Nancy Josefina Baquero Jimenez | Chief Financial Officer | Dec 2010 (16y) | Less than 5% | |
| Joyce Kristina Moore | Registered representative | Chartered Financial Consultant | Jan 2008 (19y) | |
| Douglas Alan Goldstein | Registered representative | CFP | Jul 2015 (11y) | |
| Aaron Katsman | Registered representative | Jul 2016 (10y) | ||
| Gustavo Guillermo Degwitz Cosson | Registered representative | Nov 2020 (6y) | ||
| Nora Camejo | Registered representative | Nov 2020 (6y) | ||
| Ricardo Jose Larrazabal | Registered representative | Aug 2021 (5y) | ||
| Andrea Mercedes Nogueroles | Registered representative | Oct 2022 (4y) | ||
| Roberto Isasi | Registered representative | CFP | Sep 2023 (3y) | |
| Eduardo Elias Valera Marquez | Registered representative | CFA | Apr 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Inversiones Sosabas | Shareholder | Apr 2007 | A | 25% – 50% |
| Hermanos Sosabas | Shareholder | Feb 1995 | B | ≈ 18.75% – 50% via Inversiones Sosabas |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hermanos Sosabas: 75% – 100% of Inversiones Sosabas × 25% – 50% direct ≈ 18.75% – 50% of the firm
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) | 10/17/2025 | 1.06 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Pershing $101M (83% of AUM) Oct 2025
- Folio Investments, Inc. $30.6M (19% of AUM) Jan 2021
- Charles Schwab & Co. $20.7M (17% of AUM) Oct 2025
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: Oct 17, 2025.
View current Form ADV (SEC/IAPD) ↗