CORAL GABLES, FLCRD 144601Latest ADV October 17, 2025
Portfolio Resources Advisor Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated October 17, 2025, reports $122M in regulatory assets under management, 17 employees, 10 offices, and 428 accounts.
Assets Under Management
$122M
Employees
17
Offices
10 offices
Total Clients
349
Primary office
CORAL GABLES, FL
4000 PONCE DE LEON BLVD STE 670, CORAL GABLES, FL, United States
Top client segmentIndividuals represent 88.0% of total clients.
Top client categories% of clientsClients
1
Individuals
88.0%
307
2
Corporations
8.6%
30
3
HNWI
3.2%
11
4
Pension Plans
0.3%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$122Mas of October 17, 2025
Discretionary99.9%
$122M
100% of total RAUM99.9%
Non-discretionary0.1%
$163K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$122M
Total Accounts428
10Y AUM Change+$663K (+0.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee21:1
10Y Employee Change+3 (+21.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.