SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Portus Wealth Advisors, LLC
Charlotte, NC
CRD 300558
Firm filing updated February 27, 2026 ·
- $204.1MAssets
- 137Clients
- 3Advisory staff
- 528Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Performance-based feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals87
- High net worth individuals48
- Charities1
- Insurance companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 87 | $24.4 million |
| High net worth individuals | 48 | $175.4 million |
| Charitable organizations | 1 | $1.6 million |
| Insurance companies | 1 | $2.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$204.1 million
- Accounts528
- Discretionary$197.5 million · 522 accounts
- Non-discretionary$6.7 million · 6 accounts
People
- Employees4
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 300558, SEC file 801-120811.
- Registered with the SEC as an investment advisor (status date on record: April 16, 2021).
Is Portus Wealth Advisors, LLC a fiduciary?
Short answer: Portus Wealth Advisors, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.