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PORTAFOLIO CAPITAL MANAGEMENT
PORTAFOLIO CAPITAL MANAGEMENT LLC
CRD 329023
25290A W IH-10 FRONTAGE RD, SAN ANTONIO, TX, 78257, United States
Phone
5125938380
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.5M
Discretionary AUM
$1.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $1.5M |
All web addresses on file
- http://facebook.com/people/Portafolio-Capital-Management/61558525764305
- http://instagram.com/Retireindrippingsprings
- http://youtube.com/@PortafolioCapital
- http://instagram.com/texasretirementjournal
- http://facebook.com/people/Retire-in-New-Braunfels/61590595404843/
- http://portafoliocapital.substack.com/
- http://linkedin.com/company/portafolio-capital-management/
- http://yourretirementportfolio.com
- http://mausanchezcapital.com/
- http://retireinwimberley.com/
- http://facebook.com/people/Texas-Hill-Country-Retirement/61590418681744/
- http://facebook.com/people/Hill-Country-Retirement-Guide/61590568345472/
- http://facebook.com/people/Retire-in-Wimberley/61590118875189/
- http://portafoliocapital.com
- http://tiktok.com/@portafoliocapital
- http://instagram.com/Retireinnewbraunfels
- http://instagram.com/texashillcountryretirement
- http://instagram.com/Retireinboerne
- http://instagram.com/portafoliocapital/
- http://soundcloud.com/portafoliocapital
- http://facebook.com/people/Retire-In-Boerne/61590486478878/
- http://facebook.com/people/Retire-in-Dripping-Springs/61590159224009/
- http://retireinboerne.com/
- http://instagram.com/hillcountryretirementguide
- http://facebook.com/people/Texas-Retirement-Journal/61590203141418/
- http://instagram.com/Retireinwimberley
Official SEC filing: View on IAPD