Portafolio Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,422,243
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$284,449
About
The firm provides discretionary portfolio management and financial planning for a small, primarily high‑net‑worth client base that includes individuals, families, trusts, charitable organizations, endowments, and businesses. Services are limited to publicly traded equities, U.S. government securities, mutual funds, ETFs, corporate and municipal debt, money market funds and CDs, and clients receive quarterly performance reports and periodic newsletters.
Investment decisions are guided by a top‑down, asset‑allocation framework that emphasizes sector analysis and a combination of strategic allocation with tactical shifts driven by monetary policy and economic data. Offerings include a proprietary Tactical Sector Rotational strategy (typically 30–36 positions with sector opportunistic/defensive classifications), a long‑term growth portfolio, a balanced conservative strategy, and customized portfolios based on client preferences.
Compared with peers, the firm is unusually small and concentrated — managing about $1.42 million for five clients — and it serves institutional‑type clients (foundations/endowments) in addition to wealthy individuals. The brochure also highlights active performance communications (quarterly reports showing total return net of fees and index comparisons, a periodic newsletter) and discloses the use of performance and hypothetical performance materials in its client communications, which is atypical for independent solo‑adviser firms.
Client services
Expertise
Fee options
$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
Main office location
Portafolio Capital Management
2810 N Flores St.
San Antonio TX 78212, United States
Number of offices
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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