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Portfolio Medics, LLC

Portfolio Medics, LLC. CRD 145958

Portfolio Medics, LLC logo

CRD: 145958

Portfolio Medics, LLC

Bonita Springs, FL, 34134
2394441766
$780.5M Total AUM
$770.6M Disc. AUM
24.6% 3Y CAGR
75 Employees
2,929 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
E*TRADE
Clients
Retail
Platforms
Harbor catalyst
Established Date
02-08-2008
Office Locations
73

Office Locations

104 N Pearl Street Belton TX
12021 E 13th Street, Suite 138 Wichita KS
1223 Roxbury Dr. Suite 303 LOS Angeles CA

About Portfolio Medics, LLC

Portfolio Medics is an SEC-registered RIA that partners with independent representatives as a turn-key investment management firm. It builds client portfolios using actively managed strategies from outside strategists, continuously benchmarks them, and replaces approaches that miss internal criteria. Omnibus-level trading helps smaller accounts access multiple strategies, supported by online risk profiling, case design for client presentations, and rep-led webinars.

Team overview

52 AVG AGE
$10.4M AVG AUM / ADVISOR
$266.5K AVG AUM / CLIENT
4.6 yrs AVG TENURE
75 Employees
75 Advisory Reps
70 RIA Reps
18yrs Firm Age

Insights

Unlock to compare peer behavior around pathway vital.
Premium access reveals conviction themes in atlas matrix.
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Full visibility includes strategy notes for foundation prime.
Open the full profile to inspect shifts in optima pathway.
Unlock to compare peer behavior around alpha element.
Open the full profile to inspect shifts in vital fusion.
Unlock to compare peer behavior around wave alpha.

Asset Classes

Radial catalyst Legacy element Optima optima Bridge Catalyst glacier

Client Personas

Ember optima Quantum

Custodian

North peak Atlas Glacier Foundation Peak timber

Investment Themes

Foundation legacy Radial atlas Vector oak

Investment Vehicles

Foundation

Platform

Capital summit Ember

Services

Radial pathway Zenith Oak Horizon vital Alpha meridian Signal Signal Meridian

Technology

Beacon

Owner & Executives

J

JOHN MICHAEL BILLY JR

Co-Founder, Managing Partner

CRD
#2714279
Ownership
50% but less than 75%
(913) 750-3619
quantum.vertex@legacycapital.com
in linkedin.com/in/insight-delta
J

JOHN CHRISTOPHER CONRATH

Investment Advisor, Managing Member

CRD
#4686217
Ownership
50% but less than 75%
(799) 666-2708
glacier.matrix@legacycapital.com
in linkedin.com/in/pathway-fusion

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Contacts

R

Robert Paul Aborn Jr

--

CRD
#7055375
(694) 752-7254
bridge.atlas@matrixcapital.com
in linkedin.com/in/optima-prime
T

Tillie Allison

--

CRD
#7800919
(555) 447-7781
vertex.oak@valuecapital.com
in linkedin.com/in/legacy-harbor
E

Eagle pioneer

Focus signal ridge

CRD
#83398
(841) 464-2926
crest.vital@signalcapital.com
in linkedin.com/in/bridge-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-15-2022
12-13-2023
12-10-2024
11-13-2025
06-29-2026
Category Assets AVG. Account size
Discretionary $770,611,801 $204,895
Non-Discretionary $9,847,565 $223,808
Total $780,459,366 $205,114

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Separately Managed Accounts

Total SMA Asset: $780,459,366

$780.5M Total SMA
Public Funds:
24.6%
Equity - Exchange:
75.4%
Asset class Assets Assets %
Public Funds $1,784,501,850 24.6%
Equity - Exchange $5,469,570,712 75.4%
Total $7,254,072,562 100.0%

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