Mauricio Sanchez
Portafolio Capital Management · San Antonio, Texas
Mauricio Sanchez is a fee-only financial advisor at Portafolio Capital Management in San Antonio, Texas. Mauricio charges a percentage of assets.
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Who they serve
- Ultra high net worth
Facts
| Firm | Portafolio Capital Management |
|---|---|
| Based in | San Antonio, Texas |
| Fee model | Percentage of assets |
| Assets under management | $1.6M across 10 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6265685 |
| Exams passed | Series 63 (2014) · Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | portafoliocapital.com |
| Profile |
How Mauricio's firm compares
- Portafolio Capital Management's average account is about $156,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Mauricio
Is Mauricio Sanchez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mauricio holds no broker registration, and Portafolio Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mauricio charge for financial advice?
Mauricio charges a percentage of assets.
Where is Mauricio Sanchez based?
Mauricio Sanchez is based in San Antonio, Texas.
Is Mauricio Sanchez registered with the SEC?
Yes. Mauricio Sanchez is registered as an investment adviser representative in TX (CRD 6265685), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Portafolio Capital Management manage?
Portafolio Capital Management reports $1.6M across 10 accounts in assets under management.
How do I contact Mauricio Sanchez?
Through Mauricio's website, portafoliocapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Portafolio Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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