PORTUS CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- BRENTWOOD, Tennessee
- CRD number
- 285689
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.71%
- Individuals38.09%
- Pension & Profit Sharing Plans0.2%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Portus Capital Management, LLC is organized as a limited liability company and lists an individual as its owner. The firm advises both individual and family clients as well as institutional accounts, with stated advisory services that include portfolio management for individuals and small businesses and pension consulting. Its fees combine a percentage of assets under management with fixed-fee arrangements. Portus is not identified as an active ESG investor and is affiliated with an insurance company.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities29%
- US Government Bonds3%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1DAVID NEFF
Managing Member And Chief Compliance OfficerCRD 4517334
Contacts
2 of 2NICK ELOVITZ
Investment Advisor RepresentativeCRD 4413225
JENNI OPPERMAN
Operations ManagerCRD 4834275
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BRENTWOOD, TN
WILLIAMSON
Location
BRENTWOOD, TN
Headquartered in BRENTWOOD, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- WILLIAMSON
- Address
- 215 Ward Cir
- Time zone
- CT (UTC-6)
- Office locations
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