Portfolio Medics, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

145958

SEC number

801-113846

Firm type

RIA

Assets under management

$780.5M as of Jun 29, 2026

Website

www.portfoliomedics.com ↗

Phone

(239) 444-1766

Address

27499 Riverview Center Blvd, Bonita Springs, FL, 34134

Advisors at this firm

67 in our index · page 1 of 2

• Robert Paul AbornCRD 7055375 · Wintersville, OH
  IA RegisteredRegistration inactive
• Tillie AllisonCRD 7800919 · St Pete Beach, FL
  IA RegisteredRegistration inactive
• John Michael BillyCRD 2714279 · Bonita Springs, FL
  IA Registered
• Darryl Robert BullCRD 1440055 · Morgantown, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kevin BertonneauCRD 7788417 · Reno, NV
  IA Registered
• David BressoudCRD 3129185 · Lincoln, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Mark Collins CagleCRD 5557571 · Mobile, AL
  IA Registered
  Disclosure event(s) on record
• John Christopher ConrathCRD 4686217 · Bonita Springs, FL
  IA Registered
• Casey S CroysdaleCRD 4220694 · Bonita Springs, FL
  IA RegisteredRegistration inactive
• Kenneth Lee ClarkCRD 2426017 · Saint Cloud, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Mark David FentonCRD 4998439 · Bonita Springs, FL
  IA Registered
• Sisse Sy Ferguson-TorokCRD 4953020 · Tampa, FL
  IA Registered
• Raymond Joseph FilorimoCRD 2630840 · Palm City, FL
  IA Registered
  Disclosure event(s) on record
• Maria Geralyn FliessCRD 4566355 · Kenosha, WI
  IA Registered
• Herbert J FriedmanCRD 1547284 · Singer Island, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Patrick John FortunatoCRD 1651450 · Palmer, MA
  IA RegisteredRegistration inactive
• Maria R GarzaCRD 5754484 · Belton, TX
  IA Registered
• Juliann J. GibsonCRD 4489927 · Folsom, CA
  IA Registered
• Gerald GriffithCRD 5659884 · Sugar Grove, OH
  IA Registered
• Brandon John GaliciCRD 6862557 · Triadelphia, WV
  IA RegisteredRegistration inactive
• John Michael HackneyCRD 3111953 · Marlboro, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Joseph William HamelCRD 5384324 · Parma Heights, OH
  IA Registered
  Disclosure event(s) on record
• Matthew Stroud HellebuschCRD 1550891 · Wyndmoor, PA
  IA RegisteredRegistration inactive
• Curtis Martin HillCRD 2462110 · Los Angeles, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Irina S HillCRD 5199253 · Los Angeles, CA
  IA Registered
• Patrick Wilson HolmesCRD 7028493 · Granite Falls, NC
  IA RegisteredRegistration inactive
• Michael Henry HuberCRD 6336018 · Bonita Springs, FL
  IA RegisteredRegistration inactive
• Martin Geddes HurlburtCRD 2290027 · Springville, UT
  IA RegisteredRegistration inactive
• Matthew Clement HepburnCRD 7153118 · Devon, PA
  IA Registered
  Disclosure event(s) on record
• Ivan HernandezCRD 7479531 · Jacksonville, FL
  IA RegisteredRegistration inactive
• Martin Derrick JenkinsCRD 2623743 · Sarasota, FL
  IA Registered
  Disclosure event(s) on record
• Steven Dale LandisCRD 1126912 · Pleasantville, OH
  IA Registered
• Fred Francis LiebauCRD 4227147 · Wichita, KS
  IA RegisteredRegistration inactive
• Adam J LinkCRD 5807357 · Britt, MN
  IA Registered
• Ty LavictoireCRD 7800570 · Jacksonville, FL
  IA RegisteredRegistration inactive
• Keith Rufus LambCRD 2545868 · Midway, UT
  IA Registered
  Disclosure event(s) on record
• Jeffrey Peter LeoneCRD 5385949 · Springfield, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jennifer Ann LyCRD 4623311 · Anaheim, CA
  IA RegisteredRegistration inactive
• Justin Wayne McguffeyCRD 5293733 · Bonita Springs, FL
  IA RegisteredRegistration inactive
• Gregory R MarkusCRD 7928192 · Middleburg Heights, OH
  IA Registered
• Thomas MeadCRD 6868081 · Granbury, TX
  IA RegisteredRegistration inactive
• John Schuyler NeffCRD 1440680 · Fernandina Beach, FL
  IA Registered
• James Todd NewtonCRD 1196025 · Decatur, AL
  IA Registered
• Fabian OhoreCRD 5630904 · Bronx, NY
  IA Registered
• Michael Kent PetticordCRD 1176088 · Winston-Salem, NC
  IA Registered
• Christopher Charles PollinaCRD 2552092 · East Setauket, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• John ParkerCRD 7429262 · Georgetown, TX
  IA Registered
• Joseph Matthew PasquinelliCRD 6873044 · Sacramento, CA
  IA Registered
• Richard PerezCRD 7012228 · Miami, FL
  IA RegisteredRegistration inactive
• Saul Obdiel PerezCRD 7112296 · Victorville, CA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.