{
  "crd_number": 144601,
  "slug": "portfolio-resources-advisor-group-inc-coral-gables-fl-144601",
  "primary_business_name": "PORTFOLIO RESOURCES ADVISOR GROUP, INC.",
  "legal_name": "PORTFOLIO RESOURCES ADVISOR GROUP, INC.",
  "dbas": [
    "FOSTER FINANCIAL SERVICES INC",
    "ISASI WEALTH ADVISORY",
    "JOYCE MOORE FINANCIAL SERVICES",
    "LIGHTHOUSE CAPITAL",
    "PROFILE INVESTMENT SERVICES, LTD"
  ],
  "city": "Coral Gables",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-10-06",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2025-10-17",
  "carried_forward": false,
  "raum_total": 121869009.0,
  "raum_discretionary": 121706150.0,
  "raum_non_discretionary": 162859.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 17,
  "advisory_employees": 15,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 82926940.0,
      "count": 307
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 13500.0,
      "count": 1,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 18235280.0,
      "count": 11
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 20693289.0,
      "count": 30
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 2,
  "states_registered": [
    "FL",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://aaronkatsman.com",
    "https://ffsins.com",
    "https://isasiwealth.com",
    "https://jmfs.com",
    "https://prginc.net/advisors.php",
    "https://profile-financial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144601",
  "disclosure_items": [
    {
      "item": "11.E(1)",
      "question": "Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "CORAL GABLES",
  "url": "https://advisorcensus.com/firm/portfolio-resources-advisor-group-inc-coral-gables-fl-144601",
  "display_name": "Portfolio Resources Advisor Group, Inc.",
  "summary": "Portfolio Resources Advisor Group, Inc. is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 17, 2025.",
  "citation": "AdvisorCensus. Portfolio Resources Advisor Group, Inc. (CRD 144601): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Portfolio Resources Advisor Group, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Portfolio Resources Advisor Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Portfolio Resources Advisor Group, Inc. located?",
      "a": "Portfolio Resources Advisor Group, Inc.'s principal office is in Coral Gables, FL, according to its Form ADV; the November 2025 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Portfolio Resources Advisor Group, Inc. registered with the SEC or a state?",
      "a": "Portfolio Resources Advisor Group, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 144601."
    },
    {
      "q": "How much does Portfolio Resources Advisor Group, Inc. manage?",
      "a": "Portfolio Resources Advisor Group, Inc. reports $121,869,009 in regulatory assets under management in its Form ADV filing dated October 17, 2025 (100% discretionary)."
    },
    {
      "q": "How have Portfolio Resources Advisor Group, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Portfolio Resources Advisor Group, Inc.: Regulatory assets under management: $140,924,490 in the October 2021 data and $121,869,009 in the October 2026 data, down 14%. Total employees: 17 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Portfolio Resources Advisor Group, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (307); corporations or other businesses not listed above (30); high net worth individuals (11)."
    },
    {
      "q": "Which custodians does Portfolio Resources Advisor Group, Inc. use?",
      "a": "Portfolio Resources Advisor Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Portfolio Resources Advisor Group, Inc. report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(1) (self-regulatory organization's finding of a false statement or omission) and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144601"
    },
    {
      "q": "What changed in Portfolio Resources Advisor Group, Inc.'s recent Form ADV filings?",
      "a": "In the December 2025 filing data: Employees performing advisory functions went from 16 to 15."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 140924490.0,
      "total_employees": 17,
      "filing_date": "2021-08-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 99018339.0,
      "total_employees": 15,
      "filing_date": "2022-09-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 99018339.0,
      "total_employees": 15,
      "filing_date": "2022-09-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 107846099.0,
      "total_employees": 18,
      "filing_date": "2024-05-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 115963278.0,
      "total_employees": 16,
      "filing_date": "2024-11-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 121869009.0,
      "total_employees": 17,
      "filing_date": "2025-10-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 16 to 15."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/portfolio-resources-advisor-group-inc-coral-gables-fl-144601.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 307,
      "fewer_than_5": false,
      "raum": 82926940.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 11,
      "fewer_than_5": false,
      "raum": 18235280.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 13500.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 30,
      "fewer_than_5": false,
      "raum": 20693289.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/144601",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}