Mauricio Sanchez
Advisor at Portafolio Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Portafolio Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Portafolio Capital Management
Location
San Antonio, TX 78212
Credentials
Series 63, Series 65
Industry experience
10 years
Mauricio Sanchez is a financial advisor at Portafolio Capital Management in San Antonio, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Martin Capital Advisors, LLP and JPMorgan Securities LLC. Outside of finance, he is the founder and Chief of Strategy at GuruPresario LLC, a consulting firm that helps small business owners develop marketing and strategic skills. Portafolio Capital Management provides discretionary portfolio management and financial planning primarily for high-net-worth individuals, families, trusts, charitable organizations, endowments, and businesses. The firm employs a top-down, asset-allocation approach with a focus on sector analysis and offers several investment strategies including a proprietary Tactical Sector Rotational strategy.
Based on Portafolio Capital Management
Based on Portafolio Capital Management
$0 - $5,000,000: 1.50% (Tactical Equity Sector Rotational Strategy) $5,000,000.01+: 1.25% (Tactical Equity Sector Rotational Strategy) $0 - $5,000,000: 1.25% (Alpha Seeking Long-Term Growth Strategy) $5,000,000.01+: 1.00% (Alpha Seeking Long-Term Growth Strategy) $0 - $5,000,000: 1.15% (Conservative Allocation Strategy) $5,000,000.01+: 1.00% (Conservative Allocation Strategy)
Account minimum: $1,000,000 Fee-only: Fee-only basis: asset-based management fees as per tiered schedule
2810 N Flores St.
San Antonio, TX 78212
Texas
Martin Capital Advisors, LLP
2019 - Present (7 years)
JPMorgan Securities LLC.
2017 - 2018 (1 year)
Sanch Mgt
2016 - 2016 (1 year)
BBVA Compass Insurance Agency, Inc.
2016 - 2017 (1 year)
BBVA Weath Solutions Inc.
2015 - 2017 (2 years)
BBVA Securities Inc
2015 - 2017 (2 years)
Compass Bank
2015 - 2017 (2 years)
GuruPresario
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")