SourcingSourcing

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

A69
CRD 144601·SEC 801-111808·CORAL GABLES, FL
AUM
$121.9M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$366K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CRD
144601
SEC file #
801-111808
EIN
260157421
DBA names
—

Economics

AUM
$121.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$136.8M → $121.9M▼ -11%
Client mix
Individuals Other307
Corporations30
Individuals High Net Worth11
Pension Profit Sharing Plans1

Operations

Employees (total)
17
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
15 advisors → 15 advisors▬ 0%
Primary office
CORAL GABLES FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
10/17/2025
ADV-W filed at
—
Website
ffsins.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAMEJO, ANTONIO
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
CAMEJO, ANTONIO
INVERSIONES SOSABAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FFSINS.COM
Rdap Domain Creation Date
2005-11-16T04:54:15Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002038285
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-13
Edgar Last Filing Date
2026-04-14
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-14
Accession0001398344-26-006538

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
9
Bc Firm Active IA Count
11
Bc Firm IAR Count
11
Custodian Candidates
Full
Charles Schwab6
Pershing4
E*trade4
Edgar Addresses
Mailing
4000 PONCE DE LEON BLVD STE 670CORAL GABLES, FL 33146
Business
4000 PONCE DE LEON BLVD STE 670CORAL GABLES, FL 33146
Edgar EIN
260157421
Edgar Recent Filings
13F-HR2026-04-14 · 0001398344-26-006538
13F-HR2026-02-13 · 0001398344-26-002982
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-08T05:28:06Z
Rdap Domain Last Changed
2026-02-09T12:49:36Z
Rdap Nameservers
Ns41.domaincontrol.comNs42.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1654246
Trust Company Affiliate
No

People (12)

12
CAMEJO, ANTONIO
IAR · Direct Owner · 37.5%
1654246
MARAVER, JOSE, MANUEL
Direct Owner · 37.5%
2307685
BAQUERO JIMENEZ, NANCY, JOSEFINA
IAR · Executive Officer · 2.5%
5583492
JOYCE KRISTINA MOORE
IAR
2206551
GUSTAVO GUILLERMO DEGWITZ COSSON
IAR
6285301
RICARDO JOSE LARRAZABAL
IAR
6239752
NORA CAMEJO
IAR
7007800
ROBERTO ISASI
IAR
4541030
EDUARDO ELIAS VALERA MARQUEZ
IAR
6593335
Andrea Mercedes Nogueroles
IAR
7466081
AARON KATSMAN
IAR
4866430
DOUGLAS ALAN GOLDSTEIN
IAR
2229128