# Portfolio Medics, LLC

> Portfolio Medics, LLC is an SEC-registered investment advisory firm in Bonita Springs, FL, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 145958
- Filed as: PORTFOLIO MEDICS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bonita Springs, FL
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145958
- AdvisorCensus page: https://advisorcensus.com/firm/portfolio-medics-llc-bonita-springs-fl-145958

## Quick answers

**How is Portfolio Medics, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Portfolio Medics, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Portfolio Medics, LLC located?**
Portfolio Medics, LLC's principal office is in Bonita Springs, FL, according to its Form ADV; the October 2026 filing also lists 7 other offices (Schedule D, Section 1.F).

**Is Portfolio Medics, LLC registered with the SEC or a state?**
Portfolio Medics, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 145958.

**How much does Portfolio Medics, LLC manage?**
Portfolio Medics, LLC reports $780,459,366 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (99% discretionary).

**How have Portfolio Medics, LLC's assets and staff changed since 2021?**
In the Form ADV data for Portfolio Medics, LLC: Regulatory assets under management: $230,814,697 in the October 2021 data and $780,459,366 in the October 2026 data, up 238%. Total employees: 45 in October 2021 and 75 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Portfolio Medics, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,890); high net worth individuals (39).

**Which custodians does Portfolio Medics, LLC use?**
Portfolio Medics, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists E*trade Securities LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Portfolio Medics, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145958

**What changed in Portfolio Medics, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $552,733,331 to $780,459,366 (+41%). Registered or notice-filed in KS.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- E*trade Securities LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $780,459,366
- Discretionary: $770,611,801
- Non-discretionary: $9,847,565

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,890 | $765,512,936 |
| High net worth individuals | 39 | $14,946,430 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 75 total, 75 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Austin, TX
- Cincinnati, OH
- Crestview Hills, KY
- Delray Beach, FL
- Parma Heights, OH
- Round Rock, TX
- Winter Park, FL

### Websites listed on Form ADV (Item 1.I)
- [portfoliomedics.com](https://portfoliomedics.com)
- YouTube @PortfolioMedics

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $230,814,697 | 45 | September 13, 2021 |
| October 2022 | $361,289,443 | 45 | September 27, 2022 |
| October 2023 | $383,038,089 | 75 | September 25, 2023 |
| October 2024 | $499,609,065 | 75 | September 16, 2024 |
| October 2025 | $552,733,331 | 75 | July 29, 2025 |
| October 2026 | $780,459,366 | 75 | September 14, 2026 |

Regulatory assets under management: $230,814,697 in the October 2021 data and $780,459,366 in the October 2026 data, up 238%.
Total employees: 45 in October 2021 and 75 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $552,733,331 to $780,459,366 (+41%).
- Registered or notice-filed in KS.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portfolio Medics, LLC (CRD 145958): Form ADV filing data as of October 2026.