Data / Investment advisers / Florida / Jacksonville
Investment advisers in Jacksonville, FL: 31 firms, $16.3 billion in AUM
31 investment advisers have their main office in Jacksonville, Florida: 29 SEC registered and 2 exempt reporting. The registered advisers report $16.3 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Timucuan Asset Management Inc with $3.8 billion.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 31Advisers
- 29SEC registered
- 2Exempt reporting
- $16.3 billionTotal AUM
- 28Advisers over $100 million
- 7Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Timucuan Asset Management Inc | Jacksonville | $3.81 billion | 621 | 10 | 1 | (904) 356-1739 | timucuan.com | adviserinfo.sec.gov |
| Gryphon Wealth | Jacksonville | $3.24 billion | 3,071 | 22 | Not listed | (904) 450-5330 | adviserinfo.sec.gov | |
| Water Street Capital, Inc. | Jacksonville | $1.42 billion | 5 | 16 | 5 | (904) 355-5959 | wscapital.com | adviserinfo.sec.gov |
| Nesteggs, Inc. | Jacksonville | $911.3 million | 759 | 29 | Not listed | (904) 348-3131 | nesteggs401k.com | adviserinfo.sec.gov |
| Augustine Asset Management Inc | Jacksonville | $783.3 million | 462 | 8 | Not listed | (904) 396-6944 | adviserinfo.sec.gov | |
| Sanchez Wealth Management Group, LLC | Jacksonville | $571.2 million | 1,502 | 3 | Not listed | (904) 281-9261 | sanchezwealth.com | adviserinfo.sec.gov |
| Jacksonville Wealth Management | Jacksonville | $533.5 million | 2,095 | 13 | Not listed | (904) 923-7526 | jaxwealth.com | adviserinfo.sec.gov |
| St. Johns Investment Management Company, LLC | Jacksonville | $374.8 million | 603 | 6 | Not listed | (904) 379-7903 | sjim.com | adviserinfo.sec.gov |
| Lynk Capital Management Company, LLC | Jacksonville | $359.6 million | 5 | 6 | 1 | (844) 489-8454 | lynkcapital.com | adviserinfo.sec.gov |
| Life Planning Partners, Inc. | Jacksonville | $354 million | 582 | 8 | Not listed | (904) 448-5158 | lifeplanningpartners.com | adviserinfo.sec.gov |
| Douglas Capital Management Inc | Jacksonville | $295.2 million | 279 | 4 | Not listed | (904) 285-7866 | douglascapitalmanagement.com | adviserinfo.sec.gov |
| Madden Advisory Services, Inc. | Jacksonville | $291.7 million | 846 | 5 | Not listed | (904) 296-1127 | adviserinfo.sec.gov | |
| The Palmer Knight Company | Jacksonville | $285.4 million | 299 | 2 | Not listed | (904) 358-9080 | adviserinfo.sec.gov | |
| Fig Capital Management, LLC | Jacksonville | $283 million | 3 | 0 | 2 | (904) 378-8098 | figadvisors.com | adviserinfo.sec.gov |
| Covingtonalsina | Jacksonville | $282.9 million | 1,241 | 10 | Not listed | (904) 449-7326 | adviserinfo.sec.gov | |
| Riverplace Capital Management Inc | Jacksonville | $267.4 million | 352 | 4 | Not listed | (904) 346-3460 | riverplacecapital.com | adviserinfo.sec.gov |
| Trustwell Financial Advisors, LLC | Jacksonville | $260.8 million | 1,019 | 7 | Not listed | (904) 996-7800 | adviserinfo.sec.gov | |
| Davis Capital Management | Jacksonville | $259 million | 1,051 | 5 | Not listed | (904) 223-0510 | adviserinfo.sec.gov | |
| Gunn & Company Investment Management, Inc. | Jacksonville | $213.5 million | 433 | 5 | Not listed | (904) 296-2025 | gunncoim.com | adviserinfo.sec.gov |
| Img Wealth Management, Inc. | Jacksonville | $209.7 million | 1,355 | 7 | Not listed | (904) 731-9955 | imgwealthmanagement.com | adviserinfo.sec.gov |
| Financial Independence Advisors, LLC | Jacksonville | $189.6 million | 393 | 8 | Not listed | (904) 605-4545 | fiajacksonville.com | adviserinfo.sec.gov |
| Allegiance Financial Advisors, Inc. | Jacksonville | $181.9 million | 480 | 7 | Not listed | (904) 642-4401 | allegianceadvisors.com | adviserinfo.sec.gov |
| River City Wealth Management | Jacksonville | $179.6 million | 367 | 4 | Not listed | (904) 374-9098 | rivercitywealth.com | adviserinfo.sec.gov |
| St. Nicholas Private Asset Management, Inc. | Jacksonville | $151 million | 156 | 3 | Not listed | (904) 470-0102 | adviserinfo.sec.gov | |
| Gullane Capital, LLC | Jacksonville | $145.3 million | 13 | 2 | 13 | (901) 766-1969 | gullanecapital-irm.investorflow.com | adviserinfo.sec.gov |
| Doxara Capital LP | Jacksonville | $125 million | 2 | 3 | Not listed | (561) 589-3350 | adviserinfo.sec.gov | |
| Toams Financial | Jacksonville | $108.8 million | 1,020 | 2 | Not listed | (904) 733-5321 | adviserinfo.sec.gov | |
| Omnitrust Wealth Management, Inc. | Jacksonville | $107.2 million | 577 | 1 | Not listed | (904) 619-4351 | adviserinfo.sec.gov | |
| Schaffer & Company Asset Management, Inc. | Jacksonville | $90.8 million | 562 | 1 | Not listed | (585) 563-8626 | gregoryschaffer.com | adviserinfo.sec.gov |
| Brinkmere Capital Management I, LP | Jacksonville | Not listed | Not listed | Not listed | 3 | (904) 437-4560 | brinkmere.com | adviserinfo.sec.gov |
| Challen Asset Management, LLC | Jacksonville | Not listed | Not listed | Not listed | 1 | (904) 355-7700 | challenpartners.com | adviserinfo.sec.gov |
Advisers in Jacksonville that manage private funds
7 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Gullane Capital, LLC | Jacksonville | FL | 13 | 13 | Not listed | Not listed | Not listed | $145.3 million | $145.3 million | adviserinfo.sec.gov |
| Water Street Capital, Inc. | Jacksonville | FL | 5 | 5 | Not listed | Not listed | Not listed | $1.42 billion | $1.42 billion | adviserinfo.sec.gov |
| Brinkmere Capital Management I, LP | Jacksonville | FL | 3 | Not listed | 3 | Not listed | Not listed | $92.4 million | Not listed | adviserinfo.sec.gov |
| Fig Capital Management, LLC | Jacksonville | FL | 2 | Not listed | Not listed | Not listed | 1 | $263.8 million | $283 million | adviserinfo.sec.gov |
| Timucuan Asset Management Inc | Jacksonville | FL | 1 | 1 | Not listed | Not listed | Not listed | $871.5 million | $3.81 billion | adviserinfo.sec.gov |
| Lynk Capital Management Company, LLC | Jacksonville | FL | 1 | Not listed | 1 | Not listed | Not listed | Not listed | $359.6 million | adviserinfo.sec.gov |
| Challen Asset Management, LLC | Jacksonville | FL | 1 | 1 | Not listed | Not listed | Not listed | $24 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.