Portfolio Resources Advisor Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 11–25 clients last fiscal year.
Portfolio Resources Advisor Group reports 349 clients. They include 307 individual clients, 30 corporations and other businesses, and 11 high-net-worth individuals. Of its assets, 99.9% ($122M across 427 accounts) are managed with discretion; $163K across 1 account is not. A wrap fee program the firm both sponsors and manages holds $122M. Of its clients, 78% are outside the U.S. It advised 13 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 68% |
| High-net-worth individuals | 3% | 15% |
| Pension and profit-sharing plans | <1% | <1% |
| Corporations and other businesses | 9% | 17% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 307 | $82.9M | 68.0% | $270K |
| High-net-worth individuals | 11 | $18.2M | 15.0% | $1.66M |
| Pension and profit-sharing plans | Fewer than 5 | $13.5K | 0.0% | $13.5K |
| Corporations and other businesses | 30 | $20.7M | 17.0% | $690K |
| Total | 349 | $122M | 100% | — |
- Clients
- 307
- Regulatory AUM
- $82.9M
- AUM share
- 68.0%
- Avg. per client
- $270K
- Clients
- 11
- Regulatory AUM
- $18.2M
- AUM share
- 15.0%
- Avg. per client
- $1.66M
- Clients
- Fewer than 5
- Regulatory AUM
- $13.5K
- AUM share
- 0.0%
- Avg. per client
- $13.5K
- Clients
- 30
- Regulatory AUM
- $20.7M
- AUM share
- 17.0%
- Avg. per client
- $690K
Total
- Clients
- 349
- Regulatory AUM
- $122M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 78%
- Clients advised without assets under management last fiscal year
- 13
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Portfolio Resources Advisor Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Written financial plans are billed at an hourly rate or a fixed fee, or a combination, negotiated before the engagement; part may be payable on signing.
Antonio Camejo owns 25% to 50% of Portfolio Resources Advisor Group. The leadership team of Portfolio Resources Advisor Group includes President Antonio Camejo and Chief Financial Officer Nancy Baquero Jimenez. It has 17 employees, 15 of them in advisory roles.
Staff
- 17 employees
- 15 in advisory functions
- 12 state-registered reps
- 13 broker-dealer reps
- 3 insurance agents
- Owns 25% to 50% of Portfolio Resources Advisor Group, Inc.
Antonio Camejo
Control person · since April 2007
- Owns 25% to 50% of Portfolio Resources Advisor Group, Inc.
Jose Maraver
since April 2007
- Owns 25% to 50% of Portfolio Resources Advisor Group, Inc.
Inversiones Sosabas
since April 2007
- Owns 75% or more of Inversiones Sosabas
Hermanos Sosabas
since February 1995
Portfolio Resources Advisor Group’s regulatory assets fell from $141M (April 2021) to $122M (October 2025); clients fell from 383 to 349 and employees rose from 15 to 17.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Oct 2025October 2025 | $122M | 349 | 17 | 11 |
| Nov 2024November 2024 | $116M | 337 | 16 | 11 |
| May 2024May 2024 | $108M | 378 | 18 | 11 |
| Sep 2022September 2022 | $99M | 315 | 15 | 11 |
| Nov 2021November 2021 | $111M | 357 | 13 | 11 |
| Apr 2021April 2021 | $141M | 383 | 15 | 15 |
Besides its headquarters, Portfolio Resources Advisor Group has 10 offices (2 private residences, listed without an address), with 9 listed addresses in the U.S. and abroad.
Florida · 2 listed addresses
- 4000 Ponce De Leon BLVD Ste 670, Coral GablesHQ
- 12936 SW 133 CT., Miami
International offices
- AV FCO DE MIRANDA, ENTRE AV L CORTIJOS Y CPO ALEGR, CARACAS, 1060, Venezuela
- LULEEM BUSINESS CENTER #1/19, DN NORTH YEHUDA, 9091200, Israel
- AV CIRCUNVALACION DEL SOL, CARACAS, Venezuela
- AV. VENEZUELA, EL ROSAL, CARACAS, Venezuela
- 8 HARAV KOOK STREET, JERUSALEM, 94226, Israel
- 7 TRANSV. ENTRE SAN JUAN BOSCO Y 4 AVE., CARACAS, Venezuela
- TORRE BANAVEN, PISO 4, CARACAS, Venezuela
Other business names
Portfolio Resources Advisor Group has reported 5 other business names to the SEC.
- Foster Financial Services Inc
- Isasi Wealth Advisory
- Joyce Moore Financial Services
- Lighthouse Capital
- Profile Investment Services, LTD
Contact and registration details
- Legal name
- Portfolio Resources Advisor Group, Inc.
- Headquarters
- 4000 Ponce De Leon BLVD Ste 670, Coral Gables, FL 33146
- Website
- prginc.net
- Phone
- 305-372-0299
- SEC file
- 801-111808
- Structure
- Florida corporation
- Fiscal year end
- August
Portfolio Resources Advisor Group’s named custodians for separately managed accounts are Pershing ($101M, 83%) and Charles Schwab ($20.7M, 17%). Portfolio Resources Advisor Group does not have custody of client assets.
- PershingPershing LLC · Jersey City, NJ · $101M83%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $20.7M17%
At year end, Portfolio Resources Advisor Group’s separately managed accounts were mostly in stocks (84%) and funds (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $118M across 150 positions; the largest are iShares TR (13.8%), iShares TR (7.5%) and iShares TR (6.7%).
What the accounts hold
- Stocks84%
- Funds12%
- Bonds1%
- Cash3%
How many clients does Portfolio Resources Advisor Group have?
Portfolio Resources Advisor Group has 349 clients and manages $122 million for them, as of October 2025. They include 307 individual clients, 30 corporations and other businesses, and 11 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 October 2025
What services does Portfolio Resources Advisor Group offer?
Portfolio Resources Advisor Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Portfolio Resources Advisor Group use?
Portfolio Resources Advisor Group’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $101M and Charles Schwab & Co., Inc. (San Francisco, CA), with $20.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 October 2025
How many financial advisors does Portfolio Resources Advisor Group have?
Portfolio Resources Advisor Group has 12 investment adviser representatives registered with state securities authorities, out of 17 employees, and 15 perform investment advisory functions. 13 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Portfolio Resources Advisor Group invest in?
At the end of its last fiscal year, Portfolio Resources Advisor Group’s separately managed accounts held 84% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Portfolio Resources Advisor Group?
Portfolio Resources Advisor Group is owned through a holding company by Hermanos Sosabas. Its direct owners are Antonio Camejo, Jose Maraver and Inversiones Sosabas, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 17 October 2025
How does Portfolio Resources Advisor Group get paid?
Portfolio Resources Advisor Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Portfolio Resources Advisor Group?
Portfolio Resources Advisor Group’s main office is at 4000 Ponce De Leon BLVD Ste 670, Coral Gables, FL 33146. Its phone number is 305-372-0299. Its website is prginc.net.