Adviser and broker representative · R.M. Duncan Capital Management Corporation
Jose R. Portillo
CRD 2248799 · Tujunga, CA
At a glance
Jose R. Portillo is an investment adviser representative with R.M. Duncan Capital Management Corporation in Tujunga, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jose’s SEC record dates to 2021, about 5 years ago. Jose is also registered as a broker representative.
Current advisory firms
- R.M. Duncan Capital Management CorporationSince October 2021Tujunga, CA · State-registered or not in the SEC’s list
- Southland Equity Partners, LLC.Since February 2026Tujunga, CA · $891M in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jose’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at R.M. Duncan Capital Management Corporation
- Randall M. DuncanLittle Rock
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