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RIA / WealthAdvisor12 years in industry

Mauricio Sanchez

Advisor at PORTAFOLIO CAPITAL MANAGEMENT

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:b2fb3e2a-3d2c-b898-b8ac-98e0897978c5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 4, 2014 to Sep 14, 2026

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

Current firm: PORTAFOLIO CAPITAL MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 16, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 16, 2014
First registration: Sep 4, 2014
Dual registered: no
Other names: Mau Sanchez
IAPD individual key: 6265685

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PORTAFOLIO CAPITAL MANAGEMENT	State registered	Feb 7, 2024	n/a	yes	SAN ANTONIO, TX	Current employment
MARTIN CAPITAL ADVISORS, LLP	Independent wealth	Jan 16, 2019	Oct 10, 2025	no	SAN ANTONIO, TX	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Mar 30, 2017	May 2, 2018	no	SAN ANTONIO, TX	Previous registration
PNC MANAGED ACCOUNT SOLUTIONS, INC.	Former SEC adviser	Nov 5, 2015	Mar 8, 2017	no	San Antonio, TX\|San Antonio, TX	Previous registration
Spc	Bd affiliated wealth	Jan 26, 2015	Aug 28, 2015	no	SAN ANTONIO, TX\|ANN ARBOR, MI	Previous registration
PER STIRLING CAPITAL MANAGEMENT, LLC	Independent wealth	Sep 4, 2014	Dec 15, 2014	no	AUSTIN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MARTIN CAPITAL ADVISORS, LLP	PORTAFOLIO CAPITAL MANAGEMENT	Oct 10, 2025	Feb 7, 2024	-611	Firm change after gap	RIA to state RIA
J.P. MORGAN SECURITIES LLC	MARTIN CAPITAL ADVISORS, LLP	May 2, 2018	Jan 16, 2019	259	Firm change	Other
PNC MANAGED ACCOUNT SOLUTIONS, INC.	J.P. MORGAN SECURITIES LLC	Mar 8, 2017	Mar 30, 2017	22	Firm change	Other
Spc	PNC MANAGED ACCOUNT SOLUTIONS, INC.	Aug 28, 2015	Nov 5, 2015	69	Firm change	Other
PER STIRLING CAPITAL MANAGEMENT, LLC	Spc	Dec 15, 2014	Jan 26, 2015	42	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110476:79:TX:2017-02-28	Mar 8, 2017	Mar 30, 2017	SAN ANTONIO, TX	Firm change

Relationships

Registered with (6)

→ PORTAFOLIO CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Feb 7, 2024 to presentfactForm ADV
→ MARTIN CAPITAL ADVISORS, LLPRegistered adviserregistration: previous registration
Jan 16, 2019 to Oct 10, 2025factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Mar 30, 2017 to May 2, 2018factForm ADV
→ PNC MANAGED ACCOUNT SOLUTIONS, INC.Registered adviserregistration: previous registration
Nov 5, 2015 to Mar 8, 2017factForm ADV
→ SPCRegistered adviserregistration: previous registration
Jan 26, 2015 to Aug 28, 2015factForm ADV
→ PER STIRLING CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 4, 2014 to Dec 15, 2014factForm ADV

Dated events

Occurred
Oct 10, 2025
Advisor changed firm
Mauricio Sanchez left Martin Capital Advisors, Llp for Portafolio Capital Management (registered 2024-02-07)
Form ADVobserved 5 days ago