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PORTFOLIO MEDICS, LLC
CRD 145958File 801-113846
APPROVED
Retail clients
Filing as of Sep 14, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 3,702 | 2,929 | decreased by773 |
| Apr 1, 2026 | AUM | $552,733,331 | $780,459,366 | increased by$227,726,035 |
| Apr 1, 2026 | Accounts | 3,702 | 3,805 | increased by103 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 45 | 75 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,372 | 3,702 | increased by2,330 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $361,289,443 | $552,733,331 | increased by$191,443,888 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,372 | 3,702 | increased by2,330 |
| Apr 1, 2022 | Clients | 1,193 | 1,372 | increased by179 |
| Apr 1, 2022 | AUM | $230,814,697 | $361,289,443 | increased by$130,474,746 |
| Apr 1, 2022 | Accounts | 1,193 | 1,372 | increased by179 |
| Jul 1, 2021 | Employees | 16 | 45 | increased by29 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PORTFOLIO MEDICS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PORTFOLIO MEDICS” may also match similarly-named firms). Confirm identity against each filing.
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.