# Portus Capital Management, LLC

> Portus Capital Management, LLC is a state-registered investment advisory firm in Brentwood, TN, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 9, 2026.

- CRD: 285689
- Filed as: PORTUS CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brentwood, TN
- Filing period: October 2026
- Form ADV filing dated: January 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285689
- AdvisorCensus page: https://advisorcensus.com/firm/portus-capital-management-llc-brentwood-tn-285689

## Quick answers

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

**Where is Portus Capital Management, LLC located?**
Portus Capital Management, LLC's principal office is in Brentwood, TN, according to its Form ADV.

**Is Portus Capital Management, LLC registered with the SEC or a state?**
Portus Capital Management, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 285689.

**How much does Portus Capital Management, LLC manage?**
Portus Capital Management, LLC reports $107,683,808 in regulatory assets under management in its Form ADV filing dated January 9, 2026 (100% discretionary).

**What types of clients does Portus Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (119); high net worth individuals (119); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Portus Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/285689

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $107,683,808
- Discretionary: $107,683,808
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 119 | $41,012,319 |
| High net worth individuals | 119 | $66,454,721 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $216,768 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2016 (9 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [portuscm.com](https://portuscm.com)
- LinkedIn @PORTUS-CAPITAL-MANAGEMENT

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portus Capital Management, LLC (CRD 285689): Form ADV filing data as of October 2026.