# Portfolio Resources Advisor Group, Inc.

> 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.

- CRD: 144601
- Filed as: PORTFOLIO RESOURCES ADVISOR GROUP, INC.
- Also doing business as: FOSTER FINANCIAL SERVICES INC, ISASI WEALTH ADVISORY, JOYCE MOORE FINANCIAL SERVICES, LIGHTHOUSE CAPITAL, PROFILE INVESTMENT SERVICES, LTD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: October 17, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144601
- AdvisorCensus page: https://advisorcensus.com/firm/portfolio-resources-advisor-group-inc-coral-gables-fl-144601

## Quick answers

**How is Portfolio Resources Advisor Group, Inc. compensated?**
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.

**Where is Portfolio Resources Advisor Group, Inc. located?**
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).

**Is Portfolio Resources Advisor Group, Inc. registered with the SEC or a state?**
Portfolio Resources Advisor Group, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 144601.

**How much does Portfolio Resources Advisor Group, Inc. manage?**
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).

**How have Portfolio Resources Advisor Group, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Portfolio Resources Advisor Group, Inc. serve?**
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).

**Which custodians does Portfolio Resources Advisor Group, Inc. use?**
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.

**Does Portfolio Resources Advisor Group, Inc. report any disciplinary disclosures?**
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

**What changed in Portfolio Resources Advisor Group, Inc.'s recent Form ADV filings?**
In the December 2025 filing data: Employees performing advisory functions went from 16 to 15.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $121,869,009
- Discretionary: $121,706,150
- Non-discretionary: $162,859

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 307 | $82,926,940 |
| High net worth individuals | 11 | $18,235,280 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $13,500 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 30 | $20,693,289 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 17 total, 15 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, NY, PA, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(1): 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?
- 11.E(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144601

### Other offices (Schedule D, Section 1.F), as of the November 2025 filing
- Caracas
- Dn North Yehuda
- Jerusalem
- Miami, FL

### Websites listed on Form ADV (Item 1.I)
- aaronkatsman.com
- ffsins.com
- isasiwealth.com
- jmfs.com
- prginc.net/advisors.php
- profile-financial.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $140,924,490 | 17 | August 2, 2021 |
| October 2022 | $99,018,339 | 15 | September 27, 2022 |
| October 2023 | $99,018,339 | 15 | September 27, 2022 |
| October 2024 | $107,846,099 | 18 | May 24, 2024 |
| October 2025 | $115,963,278 | 16 | November 15, 2024 |
| October 2026 | $121,869,009 | 17 | October 17, 2025 |

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.

## Changes in the filing (last 12 months)

### December 2025
- Employees performing advisory functions went from 16 to 15.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portfolio Resources Advisor Group, Inc. (CRD 144601): Form ADV filing data as of October 2026.