Portus Capital Management, LLC

Portus Capital Management, LLC (CRD# 285689) is a financial advisory firm headquartered in Brentwood, TN. They manage $67,337,058 in 155 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
109 Westpark Drive, Suite 190, Brentwood, TN 37027
https://www.portuscm.com
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $434,433
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD, TN

Financial Advisors at Portus Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Nick Elovitz, financial advisor Brentwood TN
Nick Elovitz
CRD#: 4413225
109 Westpark Drive, Suite 190, Brentwood, TN 37027

Nick Elovitz (CRD# 4413225) is an Investment Advisor Representative working at Portus Capital Management, LLC in Brentwood, TN and has over 22 years of experience in the finance industry.

2
David Neff, financial advisor Brentwood TN
David W. Neff
CRD#: 4517334
109 Westpark Drive, Suite 190, Brentwood, TN 37027

David Neff (CRD# 4517334) is an Investment Advisor Representative working at Portus Capital Management, LLC in Brentwood, TN and has over 13 years of experience in the finance industry.

3
Jenni Opperman, financial advisor Brentwood TN
Jenni M. Opperman
CRD#: 4834275
109 Westpark Drive, Suite 190, Brentwood, TN 37027

Jenni Opperman (CRD# 4834275) is an Investment Advisor Representative working at Portus Capital Management, LLC in Brentwood, TN and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals