Data / Investment advisers / Florida / Center for Asset Management, LLC
Center for Asset Management, LLC, Palm Beach Gardens, FL: $257 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Center for Asset Management, LLC is an SEC registered investment adviser with its main office in Palm Beach Gardens, Florida and reports $257 million in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Center for Asset Management, LLC (CRD number 147981): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 147981
- SEC file number
- 801-117438
- SEC status
- Approved, effective October 3, 2019
- Main office
- 3399 Pga Boulevard, Ste 320, Palm Beach Gardens, FL 33410
- Phone
- (561) 625-0900
- Regulatory AUM
- $257,140,940 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $257,140,940
- Accounts
- 939
- Employees
- 6, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 84 | $199 million |
| Individuals (other than high net worth individuals) | 200 | $55.1 million |
| Pension and profit sharing plans | Fewer than 5 | $2.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $257.1 million | March 17, 2026 |
| December 1, 2025 | $229.1 million | March 27, 2025 |
Other advisers in Palm Beach Gardens
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Poinciana Advisors Group, LLC | Palm Beach Gardens | $396 million | Not listed | adviserinfo.sec.gov |
| Great Elm Capital Management, LLC | Palm Beach Gardens | $346.1 million | 1 | adviserinfo.sec.gov |
| Priderock Fund Management Partners, LLC | Palm Beach Gardens | $283.6 million | 15 | adviserinfo.sec.gov |
| Win Advisors, Inc | Palm Beach Gardens | $266.8 million | Not listed | adviserinfo.sec.gov |
| Raven Music Partners LLC | Palm Beach Gardens | $265.4 million | 7 | adviserinfo.sec.gov |
| Kutumb Investments LLC | Palm Beach Gardens | $250 million | Not listed | adviserinfo.sec.gov |
| Guiry Capital Management, LLC | Palm Beach Gardens | $204.3 million | Not listed | adviserinfo.sec.gov |
| Nexwealth LLC | Palm Beach Gardens | $172.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Palm Beach Gardens, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Center for Asset Management, LLC on the SEC's adviser search
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.