DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PORTFOLIO MEDICS, LLC

CRD 145958

BONITA SPRINGS, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a2f4c1d3-a608-0b20-9cf2-4e0f07b81871

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 110
Dated events: 24
On other graphs: 0
Observed: Jul 17, 2018 to Sep 14, 2026
214 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $780MItem 5.F on the latest filing (2026-09-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $771M
Private client RAUM: $780MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 83
RAUM per advisor: $9.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 75
Advisory employees: 75
Offices: 8Schedule D 1.F, beyond the principal office
Accounts: 3,805
Individual clients: 2,890
High net worth clients: 39
SEC number: 801-113846
CRD: 145958
Filings on the tape: 214
First filed: Jul 17, 2018
Latest filed: Sep 14, 2026
Organised: Limited Liability Company, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 84

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN MICHAEL BILLY	n/a	BONITA SPRINGS, FL \| WESTERVILLE, OH	18	30	2	no
JOHN CHRISTOPHER CONRATH	n/a	BONITA SPRINGS, FL	18	31	3	no
NEAL SKILES	n/a	HEATH, OH \| BONITA SPRINGS, FL	18	28	n/a	no
STEVEN DALE LANDIS	Certified Financial Planner	BONITA SPRINGS, FL \| Pleasantville, OH	18	28	3	no
GERALD GRIFFITH	n/a	BONITA SPRINGS, FL \| Sugar Grove, OH	17	24	n/a	no
MARK DAVID FENTON	n/a	BONITA SPRINGS, FL \| Naples, FL	12	20	5	no
JOHN BRIAN WINTEROWD	n/a	Round Rock, TX \| BONITA SPRINGS, FL	11	16	1	no
PAUL MITCHELL TARINS	n/a	BONITA SPRINGS, FL \| WINTER PARK, FL	11	28	2	no
JOSEPH WILLIAM HAMEL	n/a	Parma Heights, OH \| BONITA SPRINGS, FL	10	31	2	no
Geryl Werner Winterowd	n/a	BONITA SPRINGS, FL \| Round Rock, TX	10	14	n/a	no
JOHN SCHUYLER NEFF	Certified Financial Planner\|Chartered Financial Consultant	FERNANDINA BEACH, FL \| BONITA SPRINGS, FL	9	40	3	no
HERBERT J FRIEDMAN	n/a	Singer Island, FL \| BONITA SPRINGS, FL	7	40	1	no
JUSTIN WAYNE MCGUFFEY	n/a	Bonita Springs, FL	7	17	1	no
CASEY S CROYSDALE	Certified Financial Planner	BONITA SPRINGS, FL	7	21	4	no
CURTIS MARTIN HILL	Certified Financial Planner	Long Beach, CA \| Los Angeles, CA	7	32	7	no
BRION TIMOTHY WALTERS	Chartered Financial Consultant	Cincinnati, OH \| BONITA SPRINGS, FL	6	21	1	no
MICHAEL HENRY HUBER	n/a	BONITA SPRINGS, FL	6	12	3	no
Jason Collins	n/a	Bonita Springs, FL	6	16	n/a	no
Eric Steven Dudley	n/a	Venice, FL	6	11	1	no
RAYMOND JOSEPH FILORIMO	n/a	BONITA SPRINGS, FL \| Palm City, FL	6	29	3	no
PATRICK WILSON HOLMES	n/a	Granite Falls, NC \| BONITA SPRINGS, FL	6	13	n/a	no
Richard Perez	n/a	Miami, FL	5	24	2	no
Thomas Mead	n/a	Granbury, TX	5	12	1	no
IRINA S HILL	n/a	Long Beach, CA \| Los Angeles, CA	5	23	n/a	no
Robert Vance Cagle	n/a	White Pine, TN	5	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BILLY, JOHN, MICHAEL	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	yes	12/2007	Jul 17, 2018	Dec 10, 2024
CONRATH, JOHN, CHRISTOPHER	MANAGING MEMBER	D	yes	12/2007	Jul 17, 2018	Dec 10, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Austin	TX	United States	2	no
DELRAY BEACH	FL	United States	1	no
WINTER PARK	FL	United States	1	no
CRESTVIEW HILLS	Ky	United States	1	no
Cincinnati	Oh	United States	1	no
PARMA HEIGHTS	Oh	United States	1	no
ROUND ROCK	TX	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 28, 2026	$780M	$771M	75	75	8	n/a	n/a
2024	Jan 27, 2025	$500M	$492M	75	75	8	n/a	n/a
2023	Mar 8, 2024	$500M	$492M	75	75	8	n/a	n/a
2022	Mar 22, 2023	$383M	$374M	75	75	8	n/a	n/a
2021	Mar 25, 2022	$361M	$307M	45	45	8	n/a	n/a
2020	Mar 25, 2021	$231M	$199M	16	16	8	n/a	n/a
2019	Mar 19, 2020	$152M	$150M	16	16	8	n/a	n/a
2018	Mar 26, 2019	$120M	$117M	16	16	6	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
9	2	7	2.4%	2	0	0	27	10

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$780M	$500M	56.2%	$383M	26.8%	75	75	8	8

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ALPHASTAR CAPITAL MANAGEMENT	2	Jan 2, 2025	Jun 6, 2023	BONITA SPRINGS, FL	Team lift out	RIA to RIA	3.1%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ALPHASTAR CAPITAL MANAGEMENT	2	May 13, 2021	May 21, 2021	WINSTONSALEM, NC	Team lift out	RIA to RIA	2.3%
LPL FINANCIAL LLC	2	Nov 19, 2020	Dec 9, 2020	CLEARWATER, FL	Team lift out	Ibd to RIA	0.0%
HORTER INVESTMENT MANAGEMENT, LLC	2	Jan 30, 2019	Jan 1, 2026	CINCINNATI, OH	Team lift out	RIA to RIA	2.0%

Relationships

showing 80 of 110

Registered with (80)

← JOE FREELANDAdvisorregistration: current employment
Aug 14, 2026 to presentfactForm ADV
← Henry Carl AngelucciAdvisorregistration: current employment
Aug 3, 2026 to presentfactForm ADV
← Joel W AustinAdvisorregistration: current employment
Jul 6, 2026 to presentfactForm ADV
← John TrevisanAdvisorregistration: current employment
Jul 3, 2026 to presentfactForm ADV
← Ivan HernandezAdvisorregistration: current employment
Jun 15, 2026 to presentfactForm ADV
← Amanda DorolekAdvisorregistration: current employment
Jun 5, 2026 to presentfactForm ADV
← CASEY DALE REESAdvisorregistration: current employment
May 18, 2026 to presentfactForm ADV
← Zachary WagnerAdvisorregistration: current employment
Apr 17, 2026 to presentfactForm ADV
← FRED FRANCIS LIEBAUAdvisorregistration: current employment
Mar 23, 2026 to presentfactForm ADV
← Joseph Matthew PasquinelliAdvisorregistration: current employment
Jan 14, 2026 to presentfactForm ADV
← JOHN ALLAN BLACKLIDGEAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Jennifer Ann LyAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Kenneth Lee ClarkAdvisorregistration: current employment
Dec 22, 2025 to presentfactForm ADV
← David BressoudAdvisorregistration: current employment
Nov 6, 2025 to presentfactForm ADV
← Patrick John FortunatoAdvisorregistration: current employment
Oct 30, 2025 to presentfactForm ADV
← SISSE SY FERGUSON-TOROKAdvisorregistration: current employment
Sep 4, 2025 to presentfactForm ADV
← Fabian OhoreAdvisorregistration: current employment
Sep 3, 2025 to presentfactForm ADV
← JOHN MICHAEL HACKNEYAdvisorregistration: current employment
Aug 22, 2025 to presentfactForm ADV
← Bryan BlacklidgeAdvisorregistration: current employment
Aug 6, 2025 to presentfactForm ADV
← Keith Rufus LambAdvisorregistration: current employment
Jul 2, 2025 to presentfactForm ADV
← Rowdee Jonathan TaylorAdvisorregistration: current employment
Jun 17, 2025 to presentfactForm ADV
← Brendon McDonnellAdvisorregistration: current employment
May 24, 2025 to presentfactForm ADV
← Tillie AllisonAdvisorregistration: current employment
May 22, 2025 to presentfactForm ADV
← Maria Colette WagnerAdvisorregistration: current employment
May 14, 2025 to presentfactForm ADV
← MARK Collins CAGLEAdvisorregistration: current employment
Jan 30, 2025 to presentfactForm ADV
← RENE JEAN GILLETAdvisorregistration: current employment
Jan 16, 2025 to presentfactForm ADV
← JOHN ROBERT WEBSTERAdvisorregistration: current employment
Jan 7, 2025 to presentfactForm ADV
← JEREMY ISLEMANAdvisorregistration: current employment
Dec 13, 2024 to presentfactForm ADV
← MARTIN DERRICK JENKINSAdvisorregistration: current employment
Nov 14, 2024 to presentfactForm ADV
← KIRK STEPHEN ROGERSAdvisorregistration: current employment
Oct 22, 2024 to presentfactForm ADV
and 50 more

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 28, 2026
Advisor changed firm
Michael Timmy Tran left Portfolio Medics, Llc for Advisor Share Wealth Management, Llc (registered 2026-05-07)
Form ADVobserved 4 days ago
Occurred
Mar 25, 2026
Regulatory AUM changed
Portfolio Medics, Llc reported RAUM $780.5M, up 41% from $552.7M (2026-02-09 to 2026-03-25)
Form ADVobserved 4 days ago
$228M
Occurred
Nov 18, 2025
Advisor changed firm
Thomas Michalowski left Portfolio Medics, Llc for Foundations Investment Advisors Llc (registered 2025-11-28)
Form ADVobserved 4 days ago
Occurred
Jun 25, 2025
Advisor changed firm
Richard Bryan Simpson left Portfolio Medics, Llc for Garland And Greenwood Wealth Advisors Llc (registered 2025-10-23)
Form ADVobserved 4 days ago
Occurred
Mar 20, 2025
Advisor changed firm
Abel Molina left Portfolio Medics, Llc for Principal Securities, Inc. (registered 2026-04-17)
Form ADVobserved 4 days ago
Occurred
Mar 20, 2025
Advisor changed firm
Jorge Manuel Diaz-Druet left Portfolio Medics, Llc for Cima Sports & Wealth Management Inc (registered 2025-06-26)
Form ADVobserved 4 days ago
Occurred
Mar 17, 2025
Advisor changed firm
Bruce Gary Kaserman left Portfolio Medics, Llc for B.G. Kaserman & Associates L.L.C. (registered 2025-03-18)
Form ADVobserved 4 days ago
Occurred
Jan 2, 2025
Team lift-out
2 advisors left Portfolio Medics, LLC (Bonita Springs, FL) for Alphastar Capital Management on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jan 2, 2025
Advisor changed firm
Corey J Cyr left Portfolio Medics, Llc for Alphastar Capital Management (registered 2023-06-06)
Form ADVobserved 4 days ago
Occurred
Jan 2, 2025
Advisor changed firm
Jeffrey Jozsef Tamas left Portfolio Medics, Llc for Alphastar Capital Management (registered 2023-06-02)
Form ADVobserved 4 days ago
Occurred
Oct 29, 2024
Advisor changed firm
Michael John Sloan left Portfolio Medics, Llc for Fmsa (registered 2025-03-24)
Form ADVobserved 4 days ago
Occurred
Mar 8, 2024
Regulatory AUM changed
Portfolio Medics, Llc reported RAUM $499.6M, up 30% from $383.0M (2024-02-20 to 2024-03-08)
Form ADVobserved 4 days ago
$117M
Occurred
Oct 17, 2023
Advisor changed firm
Kimberly Prince Loney left Portfolio Medics, Llc for Edward Jones (registered 2023-12-20)
Form ADVobserved 4 days ago
Occurred
Aug 16, 2023
Advisor changed firm
Gerardo Antonio Garza left Portfolio Medics, Llc for Mwa Financial Services, Inc. (registered 2024-02-13)
Form ADVobserved 4 days ago
Occurred
Jul 21, 2023
Advisor changed firm
Neil M Poulicakos left Portfolio Medics, Llc for Charles Schwab & Co., Inc. (registered 2026-03-09)
Form ADVobserved 4 days ago
Occurred
Jul 21, 2023
Advisor changed firm
Reed Mells left Portfolio Medics, Llc for Horter Investment Management, Llc (registered 2023-07-10)
Form ADVobserved 4 days ago
Occurred
Apr 14, 2023
Advisor changed firm
Juan Carlos Suarez left Portfolio Medics, Llc for Edelman Financial Engines (registered 2024-01-25)
Form ADVobserved 4 days ago
Occurred
Aug 11, 2022
Advisor changed firm
Alexander Leo Paul Bailey left Portfolio Medics, Llc for Mml Investors Services, Llc (registered 2024-05-23)
Form ADVobserved 4 days ago
Occurred
Jun 3, 2022
Advisor changed firm
Sisse Sy Ferguson-Torok left Portfolio Medics, Llc for Lincoln Investment (registered 2022-05-27)
Form ADVobserved 4 days ago
Occurred
Mar 25, 2022
Regulatory AUM changed
Portfolio Medics, Llc reported RAUM $361.3M, up 57% from $230.8M (2022-03-14 to 2022-03-25)
Form ADVobserved 4 days ago
$130M
Occurred
Jul 17, 2018
First Form ADV filing
Portfolio Medics, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 3 bookkeeping events

Occurred
Sep 15, 2026
Kaleb Williams registered as an investment adviser representative at Portfolio Medics, Llc
Occurred
Mar 22, 2023
Portfolio Medics, Llc reported 70 state-registered advisory representatives, up from 45 (2023-03-13 to 2023-03-22)
Occurred
Jun 22, 2021
Portfolio Medics, Llc reported 45 state-registered advisory representatives, up from 16 (2021-06-18 to 2021-06-22)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a2f4c1d3-a608-0b20-9cf2-4e0f07b81871
First observed: Jul 17, 2018
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PORTFOLIO MEDICS, LLC

CRD 145958

BONITA SPRINGS, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a2f4c1d3-a608-0b20-9cf2-4e0f07b81871

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:04 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN MICHAEL BILLY

n/a

BONITA SPRINGS, FL | WESTERVILLE, OH

JOHN CHRISTOPHER CONRATH

n/a

BONITA SPRINGS, FL

NEAL SKILES

n/a

HEATH, OH | BONITA SPRINGS, FL

n/a

STEVEN DALE LANDIS

Certified Financial Planner

BONITA SPRINGS, FL | Pleasantville, OH

GERALD GRIFFITH

n/a

BONITA SPRINGS, FL | Sugar Grove, OH

n/a

MARK DAVID FENTON

n/a

BONITA SPRINGS, FL | Naples, FL

JOHN BRIAN WINTEROWD

n/a

Round Rock, TX | BONITA SPRINGS, FL

PAUL MITCHELL TARINS

n/a

BONITA SPRINGS, FL | WINTER PARK, FL

JOSEPH WILLIAM HAMEL

n/a

Parma Heights, OH | BONITA SPRINGS, FL

Geryl Werner Winterowd

n/a

BONITA SPRINGS, FL | Round Rock, TX

n/a

JOHN SCHUYLER NEFF

Certified Financial Planner|Chartered Financial Consultant

FERNANDINA BEACH, FL | BONITA SPRINGS, FL

HERBERT J FRIEDMAN

n/a

Singer Island, FL | BONITA SPRINGS, FL

JUSTIN WAYNE MCGUFFEY

n/a

Bonita Springs, FL

CASEY S CROYSDALE

Certified Financial Planner

BONITA SPRINGS, FL

CURTIS MARTIN HILL

Certified Financial Planner

Long Beach, CA | Los Angeles, CA

BRION TIMOTHY WALTERS

Chartered Financial Consultant

Cincinnati, OH | BONITA SPRINGS, FL

MICHAEL HENRY HUBER

n/a

BONITA SPRINGS, FL

Jason Collins

n/a

Bonita Springs, FL

n/a

Eric Steven Dudley

n/a

Venice, FL

RAYMOND JOSEPH FILORIMO

n/a

BONITA SPRINGS, FL | Palm City, FL

PATRICK WILSON HOLMES

n/a

Granite Falls, NC | BONITA SPRINGS, FL

n/a

Richard Perez

n/a

Miami, FL

Thomas Mead

n/a

Granbury, TX

IRINA S HILL

n/a

Long Beach, CA | Los Angeles, CA

n/a

Robert Vance Cagle

n/a

White Pine, TN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BILLY, JOHN, MICHAEL

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

12/2007

Jul 17, 2018

Dec 10, 2024

CONRATH, JOHN, CHRISTOPHER

MANAGING MEMBER

yes

12/2007

Jul 17, 2018

Dec 10, 2024

City

State

Country

Employees

Also broker-dealer

Austin

United States

DELRAY BEACH

United States

WINTER PARK

United States

CRESTVIEW HILLS

United States

Cincinnati

United States

PARMA HEIGHTS

United States

ROUND ROCK

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 28, 2026

$780M

$771M

n/a

2024

Jan 27, 2025

$500M

$492M

n/a

2023

Mar 8, 2024

$500M

$492M

n/a

2022

Mar 22, 2023

$383M

$374M

n/a

2021

Mar 25, 2022

$361M

$307M

n/a

2020

Mar 25, 2021

$231M

$199M

n/a

2019

Mar 19, 2020

$152M

$150M

n/a

2018

Mar 26, 2019

$120M

$117M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

2.4%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$780M

$500M

56.2%

$383M

26.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ALPHASTAR CAPITAL MANAGEMENT

Jan 2, 2025

Jun 6, 2023

BONITA SPRINGS, FL

Team lift out

RIA to RIA

3.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ALPHASTAR CAPITAL MANAGEMENT

May 13, 2021

May 21, 2021

WINSTONSALEM, NC

Team lift out

RIA to RIA

2.3%

LPL FINANCIAL LLC

Nov 19, 2020

Dec 9, 2020

CLEARWATER, FL

Team lift out

Ibd to RIA

0.0%

HORTER INVESTMENT MANAGEMENT, LLC

Jan 30, 2019

Jan 1, 2026

CINCINNATI, OH

Team lift out

RIA to RIA

2.0%