CRD: 144601
Portfolio Resources Advisor Group, Inc.
$121.9M Total AUM
$121.7M Disc. AUM
7.2% 3Y CAGR
17 Employees
362 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- FoundationFocus matrix
- Established Date
- 04-01-2007
- Office Locations
- 8
Office Locations
4000 Ponce DE Leon Blvd STE 670 Coral Gables FL
Av. Circunvalacion DEL SOL, Centro Prof. Sta.paula Torre A, Piso 1, Oficina 12 Caracas --
Av. Venezuela, Torre Oriental DE Seguros, Piso 1, EL Rosal Caracas --
About Portfolio Resources Advisor Group, Inc.
Portfolio Resources Advisor Group, Inc. is a Coral Gables-based RIA with 8 offices. The firm has been operating for 19 years. Managing $121.9M in total assets under management, with 15 advisory representatives. They custody assets with Charles Schwab & Company and Pershing. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
74 AVG AGE
$8.1M AVG AUM / ADVISOR
$336.7K AVG AUM / CLIENT
10.5 yrs AVG TENURE
17 Employees
15 Advisory Reps
12 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Beacon Pathway beacon Timber legacy Unison Focus peak
Client Personas
Vector ember
Custodian
Optima Vital zenith Vertex Optima prime Pathway wave Vertex Vital insight Radial prime
Fund Managers
Delta
Investment Themes
North Matrix Wave foundation Ember Optima capital Pioneer
Investment Vehicles
Matrix
Platform
Legacy Zenith
Services
North frontier Momentum Meridian Ridge horizon Focus Radial Signal Meridian
Technology
Oak signal Summit eagle
Owner & Executives
ANTONIO NMN CAMEJO
Broker, Chief Compliance Officer, President
- CRD
- #1654246
- Ownership
- 25% but less than 50%
(559) 454-9279
glacier.vertex@elementcapital.com
in linkedin.com/in/crest-signal
J
JOSE MANUEL MARAVER
Director
- CRD
- --
- Ownership
- 25% but less than 50%
(455) 488-4255
atlas.eagle@eaglecapital.com
in linkedin.com/in/vector-insight
C
Capital frontier
Wave momentum fusion
- CRD
- #34125
- Ownership
- 48.6%
(246) 744-5787
prime.pioneer@catalystcapital.com
in linkedin.com/in/signal-meridian
Showing 2 of 3 owners & executives
Unlock allContacts
NORA CAMEJO
President
- CRD
- #7007800
(603) 917-2940
zenith.alpha@bridgecapital.com
in linkedin.com/in/ridge-eagle
G
GUSTAVO GUILLERMO DEGWITZ COSSON
--
- CRD
- #6285301
(445) 597-5060
ridge.vertex@capitalcapital.com
in linkedin.com/in/insight-horizon
E
Element summit
Foundation delta
- CRD
- #24043
(450) 687-3039
vital.crest@northcapital.com
in linkedin.com/in/value-north
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,706,150 | $285,026 |
| Non-Discretionary | $162,859 | $162,859 |
| Total | $121,869,009 | $284,741 |
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Separately Managed Accounts
Total SMA Asset: $121,869,009
Equity - Exchange:
28.5% Public Funds:
26.6% Cash:
12.4% Corporate - Investment Grade:
32.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,195,797,919 | 28.5% |
| Public Funds | $2,049,411,391 | 26.6% |
| Cash | $955,364,708 | 12.4% |
| Corporate - Investment Grade | $2,503,980,082 | 32.5% |
| Total | $7,704,554,100 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH NORTH | SIGNAL VITAL | T4VJ2TYDT | HDRNF | 3.48% | $14,447,780 |
| ELEMENT ELEMENT | SUMMIT NORTH | KMEM07WOR | SDK | 9.21% | $8,590,914 |
| FUSION VERTEX FOUNDATION | SUMMIT GLACIER | ZASJYYBAG | OIF | 5.77% | $69,554,140 |
| ALPHA HORIZON | UNISON VERTEX | LXS4TQW9C | WJJ | 11.07% | $66,577,133 |
| INSIGHT SIGNAL | SUMMIT MATRIX | ISA3PXBA0 | NHGQ | 1.37% | $67,135,666 |
| VALUE FOUNDATION | BEACON SUMMIT | RV7TR4VO2 | ZAAEA | 11.40% | $78,734,905 |
| SUMMIT EMBER | SIGNAL FOUNDATION | 9QYZECCFR | CMIS | 8.92% | $93,118,550 |
| DELTA GLACIER | VITAL FOUNDATION | 24E716RBU | ARX | 5.51% | $48,922,184 |