# Portafolio Capital Management

> 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.

- CRD: 329023
- Filed as: PORTAFOLIO CAPITAL MANAGEMENT
- Legal name: Portafolio Capital Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329023
- AdvisorCensus page: https://advisorcensus.com/firm/portafolio-capital-management-san-antonio-tx-329023

## Quick answers

**How is Portafolio Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Portafolio Capital Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Portafolio Capital Management located?**
Portafolio Capital Management's principal office is in San Antonio, TX, according to its Form ADV.

**Is Portafolio Capital Management registered with the SEC or a state?**
Portafolio Capital Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329023.

**How much does Portafolio Capital Management manage?**
Portafolio Capital Management reports $1,561,903 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (100% discretionary).

**What types of clients does Portafolio Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7).

**Does Portafolio Capital Management report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,561,903
- Discretionary: $1,561,903
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $1,561,903 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mausanchezcapital.com
- portafoliocapital.com
- portafoliocapital.substack.com
- retireinboerne.com
- retireinwimberley.com
- soundcloud.com/portafoliocapital
- yourretirementportfolio.com
- Facebook @Hill-Country-Retirement-Guide
- Facebook @Portafolio-Capital-Management
- Facebook @Retire-In-Boerne
- Facebook @Retire-in-Dripping-Springs
- Facebook @Retire-in-New-Braunfels
- Facebook @Retire-in-Wimberley
- Facebook @Texas-Hill-Country-Retirement
- Facebook @Texas-Retirement-Journal
- Instagram @Retireinboerne
- Instagram @Retireindrippingsprings
- Instagram @Retireinnewbraunfels
- Instagram @Retireinwimberley
- Instagram @hillcountryretirementguide
- Instagram @portafoliocapital
- Instagram @texashillcountryretirement
- Instagram @texasretirementjournal
- LinkedIn @portafolio-capital-management
- LinkedIn @hill-country-retirement-guide
- LinkedIn @retire-in-boerne
- LinkedIn @retire-in-dripping-springs
- LinkedIn @retire-in-new-braunfels
- LinkedIn @retire-in-wimberley
- LinkedIn @texas-hill-country-retirement
- LinkedIn @texas-retirement-journal
- TikTok @portafoliocapital
- YouTube @PortafolioCapital

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portafolio Capital Management (CRD 329023): Form ADV filing data as of October 2026.