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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Portfolio Resources Advisor Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Portfolio Resources Advisor Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Portfolio Resources Advisor Group?","answer":"Portfolio Resources Advisor Group is owned through a holding company by Hermanos Sosabas. 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