{
  "crd_number": 329023,
  "slug": "portafolio-capital-management-san-antonio-tx-329023",
  "primary_business_name": "PORTAFOLIO CAPITAL MANAGEMENT",
  "legal_name": "PORTAFOLIO CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "San Antonio",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "41700",
  "metro": {
    "cbsa_code": "41700",
    "common_name": "San Antonio",
    "msa_name": "San Antonio-New Braunfels, TX",
    "path": "/advisors/tx/san-antonio"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-02-07",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-06-23",
  "carried_forward": false,
  "raum_total": 1561903.0,
  "raum_discretionary": 1561903.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1561903.0,
      "count": 7
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://facebook.com/people/Hill-Country-Retirement-Guide/61590568345472",
    "https://facebook.com/people/Portafolio-Capital-Management/61558525764305",
    "https://facebook.com/people/Retire-In-Boerne/61590486478878",
    "https://facebook.com/people/Retire-in-Dripping-Springs/61590159224009",
    "https://facebook.com/people/Retire-in-New-Braunfels/61590595404843",
    "https://facebook.com/people/Retire-in-Wimberley/61590118875189",
    "https://facebook.com/people/Texas-Hill-Country-Retirement/61590418681744",
    "https://facebook.com/people/Texas-Retirement-Journal/61590203141418",
    "https://instagram.com/Retireinboerne",
    "https://instagram.com/Retireindrippingsprings",
    "https://instagram.com/Retireinnewbraunfels",
    "https://instagram.com/Retireinwimberley",
    "https://instagram.com/hillcountryretirementguide",
    "https://instagram.com/portafoliocapital",
    "https://instagram.com/texashillcountryretirement",
    "https://instagram.com/texasretirementjournal",
    "https://linkedin.com/company/portafolio-capital-management",
    "https://linkedin.com/showcase/hill-country-retirement-guide",
    "https://linkedin.com/showcase/retire-in-boerne",
    "https://linkedin.com/showcase/retire-in-dripping-springs",
    "https://linkedin.com/showcase/retire-in-new-braunfels",
    "https://linkedin.com/showcase/retire-in-wimberley",
    "https://linkedin.com/showcase/texas-hill-country-retirement",
    "https://linkedin.com/showcase/texas-retirement-journal",
    "https://mausanchezcapital.com",
    "https://portafoliocapital.com",
    "https://portafoliocapital.substack.com",
    "https://retireinboerne.com",
    "https://retireinwimberley.com",
    "https://soundcloud.com/portafoliocapital",
    "https://tiktok.com/@portafoliocapital",
    "https://yourretirementportfolio.com",
    "https://youtube.com/@PortafolioCapital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329023",
  "city_as_filed": "SAN ANTONIO",
  "url": "https://advisorcensus.com/firm/portafolio-capital-management-san-antonio-tx-329023",
  "display_name": "Portafolio Capital Management",
  "summary": "Portafolio Capital Management is a state-registered investment advisory firm in San Antonio, TX, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.",
  "citation": "AdvisorCensus. Portafolio Capital Management (CRD 329023): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Portafolio Capital Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Portafolio Capital Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Portafolio Capital Management located?",
      "a": "Portafolio Capital Management's principal office is in San Antonio, TX, according to its Form ADV."
    },
    {
      "q": "Is Portafolio Capital Management registered with the SEC or a state?",
      "a": "Portafolio Capital Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329023."
    },
    {
      "q": "How much does Portafolio Capital Management manage?",
      "a": "Portafolio Capital Management reports $1,561,903 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Portafolio Capital Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7)."
    },
    {
      "q": "Does Portafolio Capital Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329023"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/portafolio-capital-management-san-antonio-tx-329023.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 1561903.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329023",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}