Portus Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$107,467,040
Clients
238
Advisors
3
of 3 employees
About
Portus Capital Management, LLC provides ongoing discretionary portfolio management and pension consulting primarily for individual and high‑net‑worth clients, documenting each client’s goals, time horizon and risk tolerance in an Investment Policy Statement. The firm monitors accounts regularly and delivers quarterly custodian reports, offering exposure across mutual funds, fixed income, equities, ETFs, real‑estate funds, annuities and non‑U.S. securities.
The firm’s investment process combines fundamental analysis, modern portfolio theory and technical analysis, pursuing long‑term strategies while also employing options trading (including covered, uncovered and spread strategies). PortusCM discloses the use of derivatives within client accounts and utilizes instruments such as TIPS and precious‑metal ETFs, and it requires custody through providers including Schwab Institutional and Interactive Brokers.
PortusCM’s brochure discloses an affiliation with an insurance business (Strategic Insurance Group) and that multiple supervised persons are licensed to sell insurance and Medicare Advantage products, a relationship the firm identifies as a potential conflict of interest. The firm operates with a small advisory staff and reports roughly $107.7 million in discretionary assets as of December 2025, and several supervised persons maintain outside business activities (real‑estate investing and rental management) that are disclosed to clients.
Client services
Expertise
Fee options
0.00% - 2.00% (fees negotiable, majority billed at 1%)
Main office
215 Ward Circle, Suite 107
Brentwood TN 37027
Advisors at this office
3
Most active in
Maryland · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
David N
Series 66
Brentwood, TN
Portus Capital Management, LLC
David Neff is a financial advisor at Portus Capital Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Portus since 2016, following a decade at PKS Advisory Services and Purshe Kaplan Sterling Investments. Outside of advisory work, Neff is a part owner of an insurance agency and is involved in managing several rental properties. Portus Capital Management provides discretionary portfolio management and pension consulting primarily for individual and high-net-worth clients. The firm employs a mix of fundamental analysis, modern portfolio theory, and technical analysis, offering diversified investment exposure and utilizing options and derivatives within client accounts.
Jenni O
Series 66
Brentwood, TN
Portus Capital Management, LLC
Jenni Opperman is a financial advisor at Portus Capital Management, LLC with eight years of industry experience. She holds the Series 66 designation and has prior work experience at Purshe Kaplan Sterling Investments and Best Buy. Alongside her advisory role, she works as a staff accountant at Jason Grubbs, CPA. Portus Capital Management provides discretionary portfolio management and pension consulting primarily for individual and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, incorporating options trading and a diverse range of investment instruments.
Nick E
Series 66
Brentwood, TN
Portus Capital Management, LLC
Nick Elovitz is a financial advisor at Portus Capital Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Portus Capital Management since 2016, following ten years at PKS Advisory Services and Purshe Kaplan Sterling Investments. Outside of advising, he is involved in substitute teaching at a Catholic school and operates a real estate business focused on purchasing, rehabilitating, and selling properties. Portus Capital Management provides discretionary portfolio management and pension consulting primarily for individual and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, including options trading strategies, and offers diversified exposure across multiple asset classes.
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