BONITA SPRINGS, FLCRD 145958Latest ADV April 28, 2026
Portfolio Medics, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bonita Springs, FL. Its latest Form ADV filing, dated April 28, 2026, reports $780M in regulatory assets under management, 75 employees, 8 offices, and 3,805 accounts.
Assets Under Management
$780M
Employees
75
Offices
8 offices
Total Clients
2,929
Primary office
BONITA SPRINGS, FL
27499 RIVERVIEW CENTER BLVD, SUITE 406, BONITA SPRINGS, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.7% of total clients.
Top client categories% of clientsClients
1
Individuals
98.7%
2,890
2
HNWI
1.3%
39
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$780Mas of April 28, 2026
Discretionary98.7%
$771M
99% of total RAUM98.7%
Non-discretionary1.3%
$10M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$780M
Total Accounts3,805
10Y AUM Change+$669M (+599.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees75
Clients per Employee39:1
10Y Employee Change+59 (+368.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.