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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

CRD 144601

CORAL GABLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:802d1772-6f4a-08a9-7dce-dc4b5d7f5d7c

Data as of Oct 17, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 3
On other graphs: 0
Observed: Nov 28, 2011 to Oct 17, 2025
39 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.83 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=13.0
Regulatory AUM: $122MItem 5.F on the latest filing (2025-10-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $122M
Private client RAUM: $101MderivedItem 5.D individuals plus high net worth individuals
Private client share: 83%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $11.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 15
Offices: 10Schedule D 1.F, beyond the principal office
Accounts: 428
Individual clients: 307
High net worth clients: 11
SEC number: 801-111808
CIK: 2038285
CRD: 144601
Filings on the tape: 39
First filed: Nov 28, 2011
Latest filed: Oct 17, 2025
Organised: Corporation, FL
Website: ffsins.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOYCE KRISTINA MOORE	Chartered Financial Consultant	EMMAUS, PA \| CORAL GABLES, FL	18	34	1	yes
ANTONIO NMN CAMEJO	n/a	CORAL GABLES, FL	18	39	1	yes
NANCY JOSEFINA BAQUERO JIMENEZ	n/a	CORAL GABLES, FL	15	18	n/a	no
DOUGLAS ALAN GOLDSTEIN	Certified Financial Planner	CORAL GABLES, FL \| DN North Yehuda	11	34	1	yes
AARON KATSMAN	n/a	CORAL GABLES, FL	10	21	1	yes
GUSTAVO GUILLERMO DEGWITZ COSSON	n/a	Caracas	5	13	n/a	yes
NORA CAMEJO	n/a	CORAL GABLES, FL	5	33	n/a	no
RICARDO JOSE LARRAZABAL	n/a	Caracas \| CORAL GABLES, FL	5	23	n/a	no
Andrea Mercedes Nogueroles	n/a	Piso 10, Chacao Caracas	3	15	n/a	yes
ROBERTO ISASI	Certified Financial Planner	Weston, FL	3	23	2	yes
EDUARDO ELIAS VALERA MARQUEZ	Chartered Financial Analyst	Caracas	1	13	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAQUERO DE JIMENEZ, NANCY, Josefina	CHIEF FINANCIAL OFFICER	Na	yes	06/2022	Oct 16, 2023	Nov 15, 2024
CAMEJO, ANTONIO	PRESIDENT/CHIEF COMPLIANCE OFFICER/SHAREHOLDER	C	yes	04/2007	Nov 28, 2011	Nov 15, 2024
HERMANOS SOSABAS	Shareholder	E	no	02/1995	Nov 28, 2011	Nov 15, 2024
INVERSIONES SOSABAS	Shareholder	C	no	04/2007	Nov 28, 2011	Nov 15, 2024
MARAVER, JOSE, MANUEL	Shareholder	C	no	04/2007	Nov 28, 2011	Nov 15, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PORTFOLIO RESOURCES GROUP, INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Miami	FL	United States	1	no
Caracas	n/a	Venezuela	1	yes
Caracas	n/a	Venezuela	1	yes
Caracas	n/a	Venezuela	1	yes
Caracas	n/a	Venezuela	1	yes
Caracas	n/a	Venezuela	1	yes
DN NORTH YEHUDA	n/a	Israel	1	yes
Jerusalem	n/a	Israel	1	yes
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Nov 15, 2024	$116M	$116M	16	16	10	n/a	n/a
2023	Oct 16, 2023	$108M	$108M	18	18	10	n/a	n/a
2022	Sep 27, 2022	$99.0M	$99.0M	15	15	10	n/a	n/a
2021	Oct 12, 2021	$111M	$111M	16	15	11	n/a	n/a
2020	Oct 13, 2020	$163M	$163M	17	13	17	n/a	n/a
2019	Oct 1, 2019	$137M	$137M	16	15	11	n/a	n/a
2018	Oct 17, 2018	$150M	$150M	16	15	11	n/a	n/a
2011	Nov 29, 2011	$32.6M	$32.6M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$122M	$108M	13.0%	$111M	3.2%	17	18	10	10

Relationships

Registered with (20)

← EDUARDO ELIAS VALERA MARQUEZAdvisorregistration: current employment
Apr 23, 2025 to presentfactForm ADV
← ROBERTO ISASIAdvisorregistration: current employment
Sep 18, 2023 to presentfactForm ADV
← Andrea Mercedes NoguerolesAdvisorregistration: current employment
Oct 10, 2022 to presentfactForm ADV
← RICARDO JOSE LARRAZABALAdvisorregistration: current employment
Aug 12, 2021 to presentfactForm ADV
← NORA CAMEJOAdvisorregistration: current employment
Nov 6, 2020 to presentfactForm ADV
← GUSTAVO GUILLERMO DEGWITZ COSSONAdvisorregistration: current employment
Nov 3, 2020 to presentfactForm ADV
← AARON KATSMANAdvisorregistration: current employment
Jul 21, 2016 to presentfactForm ADV
← DOUGLAS ALAN GOLDSTEINAdvisorregistration: current employment
Jul 31, 2015 to presentfactForm ADV
← NANCY JOSEFINA BAQUERO JIMENEZAdvisorregistration: current employment
Dec 7, 2010 to presentfactForm ADV
← ANTONIO NMN CAMEJOAdvisorregistration: current employment
Jan 4, 2008 to presentfactForm ADV
← JOYCE KRISTINA MOOREAdvisorregistration: current employment
Jan 3, 2008 to presentfactForm ADV
← Julio Lopez-BritoAdvisorregistration: previous registration
Apr 6, 2018 to Oct 14, 2021factForm ADV
← JOHN CHRISTOPHER COGSWELLAdvisorregistration: previous registration
Jan 16, 2008 to Oct 12, 2021factForm ADV
← HAROLD JOSEPH MORANAdvisorregistration: previous registration
Sep 14, 2011 to Apr 30, 2021factForm ADV
← PAMELA STAMPER BRANDTAdvisorregistration: previous registration
Jan 3, 2008 to Apr 27, 2021factForm ADV
← KRISTA ANNE STROHOFFERAdvisorregistration: previous registration
Jan 3, 2008 to Jan 5, 2021factForm ADV
← Marilo Fernandez GonzalezAdvisorregistration: previous registration
Nov 29, 2018 to Jul 22, 2020factForm ADV
← JOHN CARLOS SALASAdvisorregistration: previous registration
Aug 11, 2015 to May 9, 2017factForm ADV
← EDWARD FRANCISCO SALASAdvisorregistration: previous registration
Jul 10, 2015 to May 9, 2017factForm ADV
← TIMOTHY JAMES RICHAdvisorregistration: previous registration
Mar 18, 2008 to Jul 14, 2011factForm ADV

Controls (2)

← CAMEJO, ANTONIOOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER/SHAREHOLDER, ownership code C, individual
Nov 28, 2011 to Nov 15, 2024factForm ADV
← BAQUERO DE JIMENEZ, NANCY, JosefinaOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Oct 16, 2023 to Nov 15, 2024factForm ADV

Owns (3)

← MARAVER, JOSE, MANUELOwnerSHAREHOLDER, ownership code C, individual
Nov 28, 2011 to Nov 15, 2024factForm ADV
← HERMANOS SOSABASOwnerSHAREHOLDER, ownership code E, foreign entity
Nov 28, 2011 to Nov 15, 2024factForm ADV
← INVERSIONES SOSABASOwnerSHAREHOLDER, ownership code C, foreign entity
Nov 28, 2011 to Nov 15, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Oct 16, 2023
Control person joined
Josefina Nancy Baquero De Jimenez (Chief Financial Officer) appeared on Schedule A of Portfolio Resources Advisor Group, Inc.
Form ADVobserved 4 days ago
Occurred
Sep 6, 2017
First Form ADV filing
Portfolio Resources Advisor Group, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Oct 13, 2020
Portfolio Resources Advisor Group, Inc. reported 17 offices beyond its principal office, up from 11 (2020-06-10 to 2020-10-13)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:802d1772-6f4a-08a9-7dce-dc4b5d7f5d7c
First observed: Nov 28, 2011
Last observed: Oct 17, 2025 11 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

CRD 144601

CORAL GABLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:802d1772-6f4a-08a9-7dce-dc4b5d7f5d7c

Data as of Oct 17, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:58 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOYCE KRISTINA MOORE

Chartered Financial Consultant

EMMAUS, PA | CORAL GABLES, FL

yes

ANTONIO NMN CAMEJO

n/a

CORAL GABLES, FL

yes

NANCY JOSEFINA BAQUERO JIMENEZ

n/a

CORAL GABLES, FL

n/a

DOUGLAS ALAN GOLDSTEIN

Certified Financial Planner

CORAL GABLES, FL | DN North Yehuda

yes

AARON KATSMAN

n/a

CORAL GABLES, FL

yes

GUSTAVO GUILLERMO DEGWITZ COSSON

n/a

Caracas

n/a

yes

NORA CAMEJO

n/a

CORAL GABLES, FL

n/a

RICARDO JOSE LARRAZABAL

n/a

Caracas | CORAL GABLES, FL

n/a

Andrea Mercedes Nogueroles

n/a

Piso 10, Chacao Caracas

n/a

yes

ROBERTO ISASI

Certified Financial Planner

Weston, FL

yes

EDUARDO ELIAS VALERA MARQUEZ

Chartered Financial Analyst

Caracas

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAQUERO DE JIMENEZ, NANCY, Josefina

CHIEF FINANCIAL OFFICER

yes

06/2022

Oct 16, 2023

Nov 15, 2024

CAMEJO, ANTONIO

PRESIDENT/CHIEF COMPLIANCE OFFICER/SHAREHOLDER

yes

04/2007

Nov 28, 2011

Nov 15, 2024

HERMANOS SOSABAS

Shareholder

02/1995

Nov 28, 2011

Nov 15, 2024

INVERSIONES SOSABAS

Shareholder

04/2007

Nov 28, 2011

Nov 15, 2024

MARAVER, JOSE, MANUEL

Shareholder

04/2007

Nov 28, 2011

Nov 15, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PORTFOLIO RESOURCES GROUP, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Miami

United States

Caracas

n/a

Venezuela

yes

Caracas

n/a

Venezuela

yes

Caracas

n/a

Venezuela

yes

Caracas

n/a

Venezuela

yes

Caracas

n/a

Venezuela

yes

DN NORTH YEHUDA

n/a

Israel

yes

Jerusalem

n/a

Israel

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Nov 15, 2024

$116M

n/a

2023

Oct 16, 2023

$108M

n/a

2022

Sep 27, 2022

$99.0M

n/a

2021

Oct 12, 2021

$111M

n/a

2020

Oct 13, 2020

$163M

n/a

2019

Oct 1, 2019

$137M

n/a

2018

Oct 17, 2018

$150M

n/a

2011

Nov 29, 2011

$32.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$122M

$108M

13.0%

$111M

3.2%