Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Portfolio Medics, LLC financial advisors in Texas

Every SEC-registered investment adviser representative at a Portfolio Medics, LLC office in Texas, by city and A to Z.

The short answer

4 registered advisors work at Portfolio Medics, LLC in Texas, out of 79 nationwide; it's the firm's number 4 state by advisors, and the most are in Belton (1). 0 list the CFP designation and 0 are also registered broker representatives.

Portfolio Medics, LLC advisors by city in Texas

Every firm in Texas →

Belton 1Georgetown 1Granbury 1Red Oak 1

Portfolio Medics, LLC advisors in Texas, A to Z

Search by name →

Portfolio Medics, LLC advisors in every state →Portfolio Medics, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Portfolio Medics, LLC in other states

Florida 46California 7Pennsylvania 5North Carolina 3

Questions

How many Portfolio Medics, LLC financial advisors are in Texas?

4 investment adviser representatives are registered at Portfolio Medics, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 79 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does Portfolio Medics, LLC have the most advisors?

Belton, with 1, then Georgetown (1). Portfolio Medics, LLC has advisors in 4 cities in Texas.

How do I check a Portfolio Medics, LLC advisor in Texas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Portfolio Medics, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.