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Portus Capital Management, LLC

Portus Capital Management, LLC. CRD 285689

Portus Capital Management, LLC logo

CRD: 285689

Portus Capital Management, LLC

Brentwood, TN, 37027
6154721194
www.portuscapitalmanagement.com
$107.7M Total AUM
$107.7M Disc. AUM
-- 3Y CAGR
3 Employees
239 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Interactive Brokers
Clients
Retail and Institutional
Platforms
Timber legacyEagle
Established Date
11-02-2016
Office Locations
1

Office Locations

9604 Weshire Drive Upper Marlboro MD

About Portus Capital Management, LLC

Portus Capital Management, LLC is an independent financial advisory firm providing tailored wealth management and planning for individuals and families, including retirement rollovers, college planning, and insurance services. Advisors build goal-based roadmaps and recommend strategies aligned to each client’s situation. The firm highlights a custody partnership with Charles Schwab and offers optional in-office CPA support via Grubbs, CPA.

Team overview

41 AVG AGE
$35.9M AVG AUM / ADVISOR
$450.6K AVG AUM / CLIENT
9.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Focus Momentum

Client Personas

Focus beacon

Custodian

Bridge Element frontier Catalyst Glacier optima Meridian element Pioneer glacier Fusion value Unison Vector Capital zenith Alpha Peak

Investment Themes

Oak Signal bridge Ember

Investment Vehicles

Momentum Focus

Platform

Beacon legacy

Services

Signal vital Summit Glacier Peak Optima Oak harbor Beacon value Ember Radial matrix Frontier crest

Technology

Frontier eagle Ridge

Owner & Executives

DAVID WILLIAM NEFF

DAVID WILLIAM NEFF

Chief Compliance Officer, Managing Member

CRD
#4517334
Ownership
75% or more
(525) 700-9583
momentum.quantum@focuscapital.com
in linkedin.com/in/meridian-harbor

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Contacts

NICK ELOVITZ

NICK ELOVITZ

Owner

CRD
#4413225
(583) 578-6729
vertex.quantum@matrixcapital.com
in linkedin.com/in/matrix-beacon
J

JENNI MARIE OPPERMAN

Investment Operations Manager

CRD
#4834275
(216) 584-1967
peak.insight@bridgecapital.com
in linkedin.com/in/horizon-beacon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $107,683,808 --
Non-Discretionary $0 --
Total $107,683,808 --

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Separately Managed Accounts

Total SMA Asset: $107,683,808

$107.7M Total SMA
Public Funds:
26.9%
Equity - Exchange:
28.5%
U.S. Government/Agency:
25.6%
Cash:
19.0%
Asset class Assets Assets %
Public Funds $1,153,482,727 26.9%
Equity - Exchange $1,222,091,366 28.5%
U.S. Government/Agency $1,097,738,209 25.6%
Cash $814,727,577 19.0%
Total $4,288,039,879 100.0%

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