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PORTFOLIO MEDICS, LLC
CRD 145958File 801-113846
APPROVED
Retail clients
Filing as of Jul 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$780.5M
Above cohort median (national)
Discretionary AUM
$770.6M
Non-discretionary $9.8M
Clients
2,929
3,805 accounts
Employees
75
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 16, 2018
- Principal office
- 27499 RIVERVIEW CENTER BLVD, SUITE 406, BONITA SPRINGS, FL, 34134
- Phone
- (239) 444-1766
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $780.5M
- Discretionary AUM
- $770.6M
- Non-discretionary AUM
- $9.8M
- Discretionary accounts
- 3,761
- Non-discretionary accounts
- 44
- Total accounts
- 3,805
- AUM per client
- $266K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 39 | $14.9M |
| Individuals (other than high net worth individuals) | 2,890 | $765.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.