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PORTUS CAPITAL MANAGEMENT, LLC
CRD 285689
215 WARD CIRCLE, SUITE 107, BRENTWOOD, TN, 37027, United States
Phone
(615) 472-1194
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$107.7M
Discretionary AUM
$107.7M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-09
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 119 | $41.0M |
| High net worth individuals | 119 | $66.5M |
| Pension/profit sharing plans | 1 | $217K |
All web addresses on file
Official SEC filing: View on IAPD