Portfolio Medics, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 145958
· SEC file 801-113846
· Bonita Springs, FL
· www.youtube.com
☆ Save with Pro
ADV data as of Jul 20, 2026
- Regulatory AUM
- $780M
- Discretionary
- $771M
- Clients
- 2,929
- Avg AUM / client
- $266K
- Accounts
- 3,805
- Employees
- 75
AUM over time
$112M
$780M
Jul 2018
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,890 | $766M | 98.1% |
| High net worth individuals | 39 | $14.9M | 1.92% |
People (83)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Christopher Conrath | Managing Member | Dec 2007 (19y) | 50% – 75% | |
| John Michael Billy | Managing Member And Chief Compliance Officer | Dec 2007 (19y) | 50% – 75% | |
| Neal Skiles | Registered representative | Apr 2008 (18y) | ||
| Steven Dale Landis | Registered representative | CFP | Aug 2008 (18y) | |
| Gerald Griffith | Registered representative | May 2009 (17y) | ||
| Mark David Fenton | Registered representative | Mar 2014 (12y) | ||
| John Brian Winterowd | Registered representative | Oct 2014 (12y) | ||
| Paul Mitchell Tarins | Registered representative | Jun 2015 (11y) | ||
| Joseph William Hamel | Registered representative | Oct 2015 (11y) | ||
| Geryl Werner Winterowd | Registered representative | Apr 2016 (10y) | ||
| John Schuyler Neff | Registered representative | CFP Chartered Financial Consultant | Dec 2016 (10y) | |
| Herbert J Friedman | Registered representative | Jan 2019 (8y) | ||
| Justin Wayne Mcguffey | Registered representative | Feb 2019 (7y) | ||
| Casey S Croysdale | Registered representative | CFP | Apr 2019 (7y) | |
| Curtis Martin Hill | Registered representative | CFP | Aug 2019 (7y) | |
| Brion Timothy Walters | Registered representative | Chartered Financial Consultant | Nov 2019 (7y) | |
| Michael Henry Huber | Registered representative | Apr 2020 (6y) | ||
| Jason Collins | Registered representative | May 2020 (6y) | ||
| Eric Steven Dudley | Registered representative | Aug 2020 (6y) | ||
| Patrick Wilson Holmes | Registered representative | Aug 2020 (6y) | ||
| Raymond Joseph Filorimo | Registered representative | Aug 2020 (6y) | ||
| Richard Perez | Registered representative | Dec 2020 (6y) | ||
| Thomas Mead | Registered representative | Dec 2020 (6y) | ||
| Irina S Hill | Registered representative | Jan 2021 (6y) | ||
| Robert Vance Cagle | Registered representative | Jan 2021 (6y) | ||
| Brandon John Galici | Registered representative | Feb 2021 (5y) | ||
| Christopher Charles Pollina | Registered representative | CFP | Mar 2021 (5y) | |
| Michael Kent Petticord | Registered representative | May 2021 (5y) | ||
| Martin Geddes Hurlburt | Registered representative | Nov 2021 (5y) | ||
| John Parker | Registered representative | Nov 2021 (5y) | ||
| Enri D Santee | Registered representative | Dec 2021 (5y) | ||
| Robert Paul Aborn | Registered representative | Mar 2022 (4y) | ||
| Steven R Gibson | Registered representative | May 2022 (4y) | ||
| Juliann J. Gibson | Registered representative | May 2022 (4y) | ||
| Darryl Robert Bull | Registered representative | Jun 2022 (4y) | ||
| David Allen Wagner | Registered representative | Sep 2022 (4y) | ||
| Connor Matthew Tyson | Registered representative | Chartered Financial Consultant | Dec 2022 (4y) | |
| Jeffrey Peter Leone | Registered representative | Jan 2023 (4y) | ||
| Stephen Gerald Schwesinger | Registered representative | Apr 2023 (3y) | ||
| Kevin Bertonneau | Registered representative | Jul 2023 (3y) | ||
| James Todd Newton | Registered representative | Aug 2023 (3y) | ||
| Maria Geralyn Fliess | Registered representative | Jan 2024 (3y) | ||
| Derek L Bough | Registered representative | Apr 2024 (2y) | ||
| Gregory R Markus | Registered representative | Jun 2024 (2y) | ||
| Adam J Link | Registered representative | CFP | Jun 2024 (2y) | |
| Ty La Victoire | Registered representative | Jul 2024 (2y) | ||
| Matthew Clement Hepburn | Registered representative | Jul 2024 (2y) | ||
| Saul Obdiel Perez | Registered representative | Aug 2024 (2y) | ||
| Matthew Stroud Hellebusch | Registered representative | Sep 2024 (2y) | ||
| Maria R Garza | Registered representative | Oct 2024 (2y) | ||
| Jason Alan Stuber | Registered representative | Oct 2024 (2y) | ||
| Trent Vernon Speckman | Registered representative | Chartered Financial Consultant | Oct 2024 (2y) | |
| Omar Rojas | Registered representative | Oct 2024 (2y) | ||
| Kirk Stephen Rogers | Registered representative | Oct 2024 (2y) | ||
| Martin Derrick Jenkins | Registered representative | Nov 2024 (2y) | ||
| Jeremy Isleman | Registered representative | Dec 2024 (2y) | ||
| John Robert Webster | Registered representative | Jan 2025 (2y) | ||
| Rene Jean Gillet | Registered representative | Jan 2025 (2y) | ||
| Mark Collins Cagle | Registered representative | Jan 2025 (2y) | ||
| Maria Colette Wagner | Registered representative | May 2025 (1y) | ||
| Tillie Allison | Registered representative | May 2025 (1y) | ||
| Brendon Mc Donnell | Registered representative | May 2025 (1y) | ||
| Rowdee Jonathan Taylor | Registered representative | Jun 2025 (1y) | ||
| Keith Rufus Lamb | Registered representative | Jul 2025 (1y) | ||
| Bryan Blacklidge | Registered representative | Aug 2025 (1y) | ||
| John Michael Hackney | Registered representative | Aug 2025 (1y) | ||
| Fabian Ohore | Registered representative | Sep 2025 (1y) | ||
| Sisse Sy Ferguson Torok | Registered representative | Sep 2025 (1y) | ||
| Patrick John Fortunato | Registered representative | Oct 2025 (1y) | ||
| David Bressoud | Registered representative | Nov 2025 (1y) | ||
| Kenneth Lee Clark | Registered representative | Dec 2025 (1y) | ||
| Cory Alexander Semel | Registered representative | Jan 2026 (1y) | ||
| Henry Carl Angelucci | Registered representative | Jan 2026 (1y) | ||
| John Allan Blacklidge | Registered representative | Jan 2026 (1y) | ||
| Jennifer Ann Ly | Registered representative | Jan 2026 (1y) | ||
| Joseph Matthew Pasquinelli | Registered representative | Jan 2026 (1y) | ||
| Fred Francis Liebau | Registered representative | Mar 2026 (0y) | ||
| Zachary Wagner | Registered representative | Apr 2026 (0y) | ||
| Casey Dale Rees | Registered representative | May 2026 (0y) | ||
| Amanda Dorolek | Registered representative | Jun 2026 (0y) | ||
| Ivan Hernandez | Registered representative | Jun 2026 (0y) | ||
| John Trevisan | Registered representative | Jul 2026 (0y) | ||
| Joel W Austin | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1010 KB | View · PDF · Source ↗ |
| Form ADV (full filing) | 07/16/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- E*TRADE (Morgan Stanley) $201M (26% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗