# PORTFOLIO MEDICS, LLC

PORTFOLIO MEDICS, LLC of BONITA SPRINGS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 145958
- Type: SEC-registered investment adviser
- SEC file number: 801-113846
- Location: 27499 RIVERVIEW CENTER BLVD, SUITE 406, BONITA SPRINGS, FL, 34134
- Phone: (239) 444-1766
- Latest filing: 2026-07-20
- Regulatory AUM: $780.5M
- Discretionary AUM: $770.6M
- Non-discretionary AUM: $9.8M
- Clients: 75
- Accounts: 3,805

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| John Michael Billy | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| John Christopher Conrath | MANAGING MEMBER | — |
| BILLY JOHN MICHAEL | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| CONRATH JOHN CHRISTOPHER | MANAGING MEMBER | — |


## Branch offices (8)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| AUSTIN | TX | 2 | 512-844-8200 |
| WINTER PARK | FL | 1 | 407 645-5804 |
| PARMA HEIGHTS | OH | 1 | 216-642-8203 |
| CINCINNATI | OH | 1 | 513-491-2942 |
| ROUND ROCK | TX | 1 | 512-844-8200 |
| DELRAY BEACH | FL | 1 | 561-455-0059 |
| CRESTVIEW HILLS | KY | 1 | 513-491-2942 |
| — | — | 1 | 503-493-2942 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145958/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145958/similar
- Related entities: https://search.stillhousedata.com/firm/145958/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145958

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.