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They include 2,890 individual clients and 39 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Portfolio Medics offer?","answer":"Portfolio Medics provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Portfolio Medics use?","answer":"Portfolio Medics’ separately managed account assets are held at E*trade Securities LLC (Centennial, CO), with $201M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Portfolio Medics have?","answer":"Portfolio Medics has 70 investment adviser representatives registered with state securities authorities, out of 75 employees, and 75 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 13 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Portfolio Medics invest in?","answer":"At the end of its last fiscal year, Portfolio Medics’ separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs) and 5% exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Portfolio Medics?","answer":"Portfolio Medics’ direct owners are John Billy (50% to 75%) and John Conrath (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Portfolio Medics get paid?","answer":"Portfolio Medics is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Portfolio Medics?","answer":"Portfolio Medics’ main office is at 27499 Riverview Center BLVD, Suite 406, Bonita Springs, FL 34134. Its phone number is 239-444-1766. Its website is portfoliomedics.com.","source":"Form ADV Part 1A, Item 1.F, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}