# Portus Wealth Advisors, LLC

> Portus Wealth Advisors, LLC is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 300558
- Filed as: PORTUS WEALTH ADVISORS, LLC
- Also doing business as: CHARLOTTE GROWTH PARTNERS CAPITAL MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300558
- AdvisorCensus page: https://advisorcensus.com/firm/portus-wealth-advisors-llc-charlotte-nc-300558

## Quick answers

**How is Portus Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Portus Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**How much does Portus Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated February 27, 2026 states: Flat fee: $5,000 to $10,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Portus Wealth Advisors, LLC located?**
Portus Wealth Advisors, LLC's principal office is in Charlotte, NC, according to its Form ADV.

**Is Portus Wealth Advisors, LLC registered with the SEC or a state?**
Portus Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 300558.

**How much does Portus Wealth Advisors, LLC manage?**
Portus Wealth Advisors, LLC reports $204,131,262 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (97% discretionary).

**How have Portus Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Portus Wealth Advisors, LLC: Regulatory assets under management: $105,170,780 in the October 2021 data and $204,131,262 in the October 2026 data, up 94%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Portus Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (87); high net worth individuals (48); charitable organizations (1).

**Which custodians does Portus Wealth Advisors, LLC use?**
Portus Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Portus Wealth Advisors, 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/300558

**What changed in Portus Wealth Advisors, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $162,410,245 to $204,131,262 (+26%). Registered or notice-filed in PA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Minimum annual fee: $12,000

> Our minimum annual fee is $12,000.

- Flat fee: $5,000 to $10,000 (financial planning services)

> We charge a fixed fee for financial planning services, which generally ranges between $5,000 to $10,000 for a more broad-based financial plan.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $204,131,262
- Discretionary: $197,452,450
- Non-discretionary: $6,678,812

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $24,404,155 |
| High net worth individuals | 48 | $175,404,998 |
| Charitable organizations | 1 | $1,620,909 |
| Insurance companies | 1 | $2,701,200 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, NC, NJ, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- portusadvisors.com
- Facebook @Portus-Wealth-Advisors
- Instagram @portus_wealth_advisors
- LinkedIn @PORTUS-WEALTH-ADVISORS
- YouTube @portuswealthadvisors4298

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $105,170,780 | 3 | March 16, 2021 |
| October 2022 | $120,503,493 | 4 | May 13, 2022 |
| October 2023 | $117,105,762 | 4 | March 24, 2023 |
| October 2024 | $136,560,890 | 4 | August 6, 2024 |
| October 2025 | $162,410,245 | 5 | February 28, 2025 |
| October 2026 | $204,131,262 | 4 | February 27, 2026 |

Regulatory assets under management: $105,170,780 in the October 2021 data and $204,131,262 in the October 2026 data, up 94%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $162,410,245 to $204,131,262 (+26%).
- Registered or notice-filed in PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portus Wealth Advisors, LLC (CRD 300558): Form ADV filing data as of October 2026.