CRD: 285689
Portus Capital Management, LLC
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-02-2016
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 239 clients, or 79.7 clients per representative. That equates to $450.6K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on January 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DAVID WILLIAM NEFF
Chief Compliance Officer, Managing Member
- CRD
- #4517334
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NICK ELOVITZ
Owner
- CRD
- #4413225
JENNI MARIE OPPERMAN
Investment Operations Manager
- CRD
- #4834275
Showing 2 of 3 contacts
Unlock allAssets Under Management
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
SMA allocation detail is available
Portus Capital Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.