Portfolio Medics, LLC
● SEC registered since 2018CRD 145958SEC# 801-113846Bonita Springs, FL
Reg. AUM
$780.5M
Employees
75
Accounts
3,805
Location
Bonita Springs, FL
Portfolio Medics, LLC assets under management
Portfolio Medics, LLC operates as an SEC-registered investment adviser based in Bonita Springs, FL. The firm has been registered since 2018. It reports $780.5 million in regulatory assets under management and employs 75 people.
Portfolio Medics, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Christopher Conrath Control | Managing Member | 50-75% | 2007 |
| John Michael Billy Control | Managing Member And Chief Compliance Officer | 50-75% | 2007 |
Frequently asked questions
How much does Portfolio Medics, LLC manage?
Portfolio Medics, LLC reports $780.5 million in regulatory assets under management on its Form ADV.
How many employees does Portfolio Medics, LLC have?
Portfolio Medics, LLC reports 75 employees.
Where is Portfolio Medics, LLC located?
Portfolio Medics, LLC is based in Bonita Springs, FL and has been SEC-registered since 2018.
Does Portfolio Medics, LLC disclose fund performance?
Portfolio Medics, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL 34134 |
| Phone | (239) 444-1766 |
| Fax | 775-806-6006 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$780.5M▲ 56%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$780.5Mregulatory AUM
Discretionary $770.6MNon-discretionary $9.8M