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)

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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)

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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.