Overview
Assets Under Management: $553 million
Headquarters: BONITA SPRINGS, FL
High-Net-Worth Clients: 36
Average Client Assets: $294,035
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.92
Average High-Net-Worth Client Assets: $294,035
Total Client Accounts: 3,702
Discretionary Accounts: 3,436
Non-Discretionary Accounts: 266
Regulatory Filings
CRD Number: 145958
Filing ID: 2012157
Last Filing Date: 2025-08-26 19:46:00
Website: https://portfoliomedics.com
Form ADV Documents
Additional Brochure: 2B BROCHURE GALICI 10.25 (2025-10-28)
View Document Text
Form ADV Part 2B – Brochure Supplement
for
Brandon Galici
27737 Via Sequoia
San Juan Capistrano, CA 92675
Effective: October 27,2025
This Form ADV2B (“Brochure Supplement”) provides information about the background and qualifications
of Brandon Galici (CRD# 6862557) in addition to the information contained in the Portfolio Medics, LLC
(“Portfolio Medics” or the “Advisor”) (CRD # 145958) Disclosure Brochure. If you have not received a
copy of the Disclosure Brochure or if you have any questions about the contents of the Portfolio Medics
Disclosure Brochure or this Brochure Supplement, please contact us at (239) 444-1766.
Additional information about Mr. Galici is available on the SEC’s Investment Adviser Public Disclosure
website at www.adviserinfo.sec.gov.
Item 2 – Educational Background and Business Experience
Mr. Brandon Galici is an Investment Advisor Representative of Portfolio Medics. Mr. Galici, born in
January of 1995, is dedicated to advising Clients of Portfolio Medics and graduated in 2017 from West
Liberty University with a BS degree in Finance.
Licensing and Examinations
Series 66, December 2017
Employment History:
Investment Advisor Representative, Portfolio Medics, LLC
Founder,Tax Preparer, Insurance Agent, Life Coach, Galici Financial
Financial Advisor, Edward Jones
Business Development Rep, US Energy Recovery
Tutor, West Liberty University
Tax Preparer, Jackson Hewitt
Contributor, Seeking Alpha
Snow Removal, Property Maintenance Services
Announcer, iHeart Media
Counselor, DERC Camp Crawdad
Crew Member, Arby’s
02/2021 to Present
02/2021 to Present
12/2017 to 02/2021
01/2017 to 10/2017
08/2013 to 05/2017
01/2017 to 04/2017
01/2015 to 07/2016
01/2016 to 03/2016
08/2014 to 11/2015
05/2014 to 08/2014
03/2013 to 08/2013
Item 3 – Disciplinary Information
Mr.Galici has no legal or disciplinary events that are material to a client’s or prospective client’s evaluation
of this advisory business. Also, Mr. Galici has not been involved in a criminal or civil action in a domestic,
foreign or military court of competent jurisdiction, an administrative proceeding before the SEC, or any
other federal regulatory authority, and/or a self-regulatory organization (SRO) proceeding. Mr. Galici’s
FINRA Brokercheck may have additional information regarding the disciplinary history of Brandon Galici
that is not included in this brochure supplement (http://brokercheck.finra.org).
Item 4 – Other Business Activities
Mr. Galici is a mentor for Kingdom Driven Entrepreneur LLC. In this role he provides guidance to
business. He spends approximately 20 hours a month on this endeavor during market and non-market
hours. Mr. Galici is also an independent insurance agent, where he provides insurance products, a tax
preparer where he assists in the preparation of tax documents and a life coach through Galici Financial,
he spends approximately 25 hours a month on this activity during market and non-market hours.
Item 5 – Additional Compensation
Mr. Galici does not receive additional compensation other from what is described above.
Item 6 – Supervision
Mr. Galici serves as an Investment Advisor Representative of Portfolio Medics and is supervised by John
Billy, the Chief Compliance Officer. John Billy can be reached at (239) 444-1766.
Portfolio Medics has implemented a Code of Ethics and internal compliance that guide each employee in
meeting their fiduciary obligations to Clients of Portfolio Medics. Further, Portfolio Medics is subject to
regulatory oversight by various agencies. These agencies require registration by Portfolio Medics and its
employees. As a registered entity, Portfolio Medics is subject to examinations by regulators, which may
be announced or unannounced. Portfolio Medics is required to periodically update the information
provided to these agencies and to provide various reports regarding the business activities and assets of
the Advisor.
Item 7 – Requirements for State Registered Advisors
Mr. Brandon Galici does not have any additional information to disclose.
Additional Brochure: 2B BROCHURE HOLMES 10.25 (2025-10-28)
View Document Text
Form ADV Part 2B – Brochure Supplement
for
Patrick Holmes
The Shuford Building
12 Falls Avenue, Office 3
Granite Falls, North Carolina, 28630
Effective: October 25, 2024
This Form ADV2B (“Brochure Supplement”) provides information about the background and qualifications
of Patrick Holmes (CRD# 7028493) in addition to the information contained in the Portfolio Medics, LLC
(“Portfolio Medics” or the “Advisor”) (CRD # 145958) Disclosure Brochure. If you have not received a
copy of the Disclosure Brochure or if you have any questions about the contents of the Portfolio Medics
Disclosure Brochure or this Brochure Supplement, please contact us at (239) 444-1766.
Additional information about Mr. Holmes is available on the SEC’s Investment Adviser Public Disclosure
website at www.adviserinfo.sec.gov.
Item 2 – Educational Background and Business Experience
Patrick Holmes is an Investment Advisor Representative of Portfolio Medics. Mr. Holmes, born in
December of 1989, is dedicated to advising Clients of Portfolio Medics. Mr. Holmes graduated in 2012
from the University of North Carolina in Charlotte.
Licensing and Examinations
Series 66: 2019
Employment History:
Investment Advisor Representative, Portfolio Medics, LLC
Insurance Agent and Consultant, Seven Two Wealth Partners
Safety Manager, Wallace Framing Inc
Realtor Agent, C Rice and Associates
Insurance Agent, Seven Two Insurance
President, Kaizen Foundation
Consultant, Seven Two Advisors
Insurance Agent, Consolidated Planning Guardian Life Insurance
Safety Manager, Wallace Framing Inc
Registered Rep, Park Avenue Securities
Customer Rep, UPS
Financial Services Officer, State Employees Credit Union
Driver, Papa Johns USA
Busser, Darden Restaurants
Landscape Technician, Holmescaping Inc.
Student
Busser, Darden Restaurants
Official, UNC Charlotte Recreational Services
08/2020 to Present
10/2025 to Present
01/2020 to Present
12/2020 to Present
06/2020 to 10/2025
04/2023 to 08/2024
04/2023 to 10/2025
11/2018 to 11/ 2019
01/2020 to 10/2025
02/2019 to 11/2019
11/2019 to 12/2019
08/2013 to 10/2018
07/2018 to 08/2018
12/2014 to 03/2016
06/2008 to 06/2013
08/2008 to 06/2012
07/2011 to 07/ 2012
08/2010 to 04/2011
Item 3 – Disciplinary Information
Mr. Holmes does not have any legal or disciplinary events that are material to a client’s or prospective
client’s evaluation of its advisory business or the integrity of its management. Mr. Holme’s FINRA
Brokercheck may have additional information regarding the disciplinary history of Patrick Holmes that is
not included in this brochure supplement (http://brokercheck.finra.org).
Item 4 – Other Business Activities
Mr. Holmes has the following Outside Business Activities (OBA). 1. He is an insurance agent and
Business Consultant through Seven Two Wealth Partners. He spends approximately five hours a week in
this market related endeavor during non-market hours. 2. Safety Manager, Wallace Framing, not
investment related, 10 hours a week during non-market hours. 3. Real Estate Agent with C Rice and
Associates, registered in North Carolina, spends approximately 4 hours a month during market and non-
market hours in this endeavor.
Item 5 – Additional Compensation
Mr. Holmes has additional business activities that are detailed in Item 4 above.
Item 6 – Supervision
Mr. Holmes serves as an Investment Advisor Representative of Portfolio Medics and is supervised by
John Billy, the Chief Compliance Officer. John Billy can be reached at (239) 444-1766.
Portfolio Medics has implemented a Code of Ethics and internal compliance that guide each employee in
meeting their fiduciary obligations to Clients of Portfolio Medics. Further, Portfolio Medics is subject to
regulatory oversight by various agencies. These agencies require registration by Portfolio Medics and its
employees. As a registered entity, Portfolio Medics is subject to examinations by regulators, which may
be announced or unannounced. Portfolio Medics is required to periodically update the information
provided to these agencies and to provide various reports regarding the business activities and assets of
the Advisor.
Item 7 – Requirements for State Registered Advisors
Mr. Holmes does not have any additional information to disclose.