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Portfolio Medics, LLC

CRD# 145958SEC# 801-113846Bonita Springs, FLSEC-registered since 2018
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Disciplinary & conflicts check complete

See whether Portfolio Medics, LLC reports any disciplinary history, how it's paid beyond your fee, and who owns it.

Form ADV reviewedBrochure and Form CRS on fileDisciplinary history: in the report
Money managed
$780.5M
99% with full discretion
Clients
2,929
3,805 accounts
Fee
% of assets
How it charges
Disciplinary history
Checked
Results in the full report
Compiled from Form ADV Parts 1 & 2, Schedules A & B and Form CRS · SEC data as of Oct 2, 2026

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One-time price, no account. Everything about Portfolio Medics, LLC, explained in plain English.

What you'll find out
Has Portfolio Medics, LLC been disciplined?Disciplinary history from its Form ADV, explained
Who owns it?Every owner of 5% or more, and the companies behind them
How does it get paid?Your fee in dollars, plus commissions, referral payments and other conflicts
How does it invest, and for whom?Strategy, clients and asset mix, from its brochure and Form ADV
Full firm report · $79.99Includes a private link to come back to it.
The firm is never notifiedNo account neededFull refund if we can't find the record

What the brochure says

Strategy, fees, ownership and conflicts from the firm's own filings, in plain English.

AI summary
Read the firm's fine print

Strategy, fees, ownership and conflicts, explained.

See what's included

Who owns the company

Everyone who owns 5% or more, the companies behind them, and who controls day-to-day decisions.

See who owns the company

Every owner of 5% or more, the companies behind them, and who controls decisions.

See what's included
Form ADV Schedule A (direct owners) and Schedule B (indirect owners) · filed Oct 14, 2026The SEC reports ownership in ranges, not exact percentages.

Fees & what they'd cost you

How it charges: A percentage of assets under management; Hourly charges; Fixed fees.

See what this firm would cost you

Its fee schedule from the brochure, run on your own numbers.

See what's included
Form ADV Part 2A, Item 5 · filed Oct 14, 2026Form ADV Item 5.E · as of Oct 2, 2026

Clients & investments

Who the firm works with, what it invests in, and the services it offers.

See who they serve and what they invest in

Client types, asset mix and services from the firm's Form ADV.

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Conflicts of interest

Ways the firm can earn money beyond your fee, from its Form ADV answers.

3 flagged
See the 3 conflicts flagged

How the firm can earn money beyond your fee, and what to ask about each.

See what's included
SEC Form ADV data file · data as of Oct 2, 2026

Official documents

Read the originals on the SEC's website.

  • Full Form ADVParts 1 and 2, including the ownership schedulesOpen PDF ↗
  • Form CRSThe firm's two-page client relationship summaryOpen PDF ↗
  • 2b Brochure Trevisan 10.26Form ADV Part 2A brochure · filed Oct 14, 2026Open PDF ↗
  • 2b Brochure Krempley 10.26Form ADV Part 2A brochure · filed Oct 13, 2026Open PDF ↗
  • 2b Brochure Link 10.26Form ADV Part 2A brochure · filed Oct 13, 2026Open PDF ↗
  • 2b Brochure Z Wagner 10.26Form ADV Part 2A brochure · filed Oct 6, 2026Open PDF ↗
  • 2b Brochure K Williams 9.26Form ADV Part 2A brochure · filed Sep 14, 2026Open PDF ↗
  • 2b Brochure Polina 9.26Form ADV Part 2A brochure · filed Sep 14, 2026Open PDF ↗
  • 2b Brochure J Parker 8.26v1Form ADV Part 2A brochure · filed Aug 25, 2026Open PDF ↗
  • 2b Brochure Lamb 7.26Form ADV Part 2A brochure · filed Jul 20, 2026Open PDF ↗
  • 2b Gibson 7.15.26Form ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • 2b Brochure Austin 7.26Form ADV Part 2A brochure · filed Jul 2, 2026Open PDF ↗
  • 2b Brochure Dorolek 6.26Form ADV Part 2A brochure · filed Jun 5, 2026Open PDF ↗
  • 2b Brochure I Hernandez 6.26Form ADV Part 2A brochure · filed Jun 3, 2026Open PDF ↗
  • 2b Brochure C Rees 5.26Form ADV Part 2A brochure · filed May 15, 2026Open PDF ↗
  • 2b Brochure HuberForm ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • Pm Mcfadden 2b BrochureForm ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure SchlechterForm ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • Pm 2b Perez 11.20Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure KasermanForm ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Griffith 2.21Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • Croysdale 2b 2.21Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Petticord 5.21Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Molina 8.21Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Angelucci 10.21Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Neff 02.22Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Robert Aborn 5.22Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Darryl Bull 6.22Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure J Gibson 7.22Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Joseph Pasquinelli 08.22Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure R Simpson 8.22Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure D Wagner 09.22Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure T Michalowski 10.22Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Roseman 10.22Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Diaze 11.22v1Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Tyson 12.22Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Leone 01.23Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Hamel 2.23Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure S Schwesinger 4.23Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure I Hill 5.23Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure C Hill 5.23Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure G Winterowd 10.23Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure J Winterowd 10.23Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure K BertonneauForm ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Fliess 1.24Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Ly 3.24Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure G Markus 5.24v1Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Lavictoire 7.24Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Speckman 7.24Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Hepburn 7.24v1Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure S Perez 8.24Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Hellbusch 9.24Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Speckman 9.24Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • Maria Garza 2b 10.24Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Rojas 10.24Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Isleman 11.24Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure E Santee 11.24Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Mcdonnell 12.24Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Rogers 1.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Webster 1.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Gillet 01.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Angelucci 1.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Yang 01.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Garza 1.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Antman 3.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Hurlbert 4.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure R Cagle 4.25v1Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Dudley 5.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure T Allison 5.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure D Jenkins 5.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Maria Wagner 6.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure R Taylor 6.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure J Collins 6.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Anders 7.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure S Jerry 7.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure B Schweitzer 7.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Bressoud 7.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure B Blacklidge 7.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Hackney 8.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure M Joelson 8.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure F Ohore 9.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure M Cagle 9.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure T Mead 9.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Clark 9.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Fortunato 10.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Ferguson 9.25v2Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Galici 10.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure Stuber 11.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure P Holmes 11.25Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2b Brochure B Decker 3.26Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • 2a Brochure Portfolio Medics 3.26Form ADV Part 2A brochure · filed Mar 25, 2026Open PDF ↗
  • SEC IAPD firm pageRegistrations, notice filings and historyOpen ↗
Firm record pulled Oct 25, 2026, 6:25 PM EDT · IAPD data compiled Oct 15, 2026

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Summaries are written by AI from the firm's official filings and may contain errors; each section links to its source. This page is for information only and is not investment advice or an endorsement or rating of the firm.