RIA Intel›Advisers›Tennessee›PORTUS CAPITAL MANAGEMENT, LLC

PORTUS CAPITAL MANAGEMENT, LLC

Advisory

BRENTWOOD, TN

Data as of Jan 9, 2026 · Source: SEC Form ADV

Rank in TN

#281

of 380 advisers by AUM

Average account

$177K

across 610 accounts

AUM per adviser

$36M

3 advisers

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM

$108M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$108M

Discretionary AUM$108M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients239

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD, TN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

239 clients

119 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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