Data / Investment advisers / Florida / Directed Capital Advisors
Directed Capital Advisors, St. Petersburg, FL: $420 million AUM, SEC registered investment adviser
Directed Capital Advisors is an SEC registered investment adviser with its main office in St. Petersburg, Florida and reports $420 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pooled investment vehicles. It is paid through other fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 162277
- SEC file number
- 801-78032
- SEC status
- Approved, effective May 21, 2013
- Legal name
- Directed Capital Advisors, LLC
- Main office
- 150 Second Avenue N. Suite 1600, St. Petersburg, FL 33701
- Phone
- (727) 341-8380
- Website
- directedcapital.com
- Regulatory AUM
- $419,560,313 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $419,560,313
- Accounts
- 3
- Employees
- 35, of which 15 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- other fees
- Private funds
- 2: 2 real estate funds
- Gross assets of private funds
- $139,947,409
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 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 |
|---|---|---|
| Pooled investment vehicles | 3 | $419.6 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 | $419.6 million | March 31, 2026 |
| December 1, 2025 | $395.9 million | April 29, 2025 |
Other advisers in St. Petersburg
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Dynasty Wealth Management, LLC | St. Petersburg | $13.88 billion | 2 | adviserinfo.sec.gov |
| Yale Capital Corp. | St. Petersburg | $5.62 billion | Not listed | adviserinfo.sec.gov |
| Cyndeo Wealth Partners | St. Petersburg | $3.15 billion | 1 | adviserinfo.sec.gov |
| Ars Wealth Advisors | St. Petersburg | $1.64 billion | Not listed | adviserinfo.sec.gov |
| Newfound Research LLC | St. Petersburg | $1.11 billion | Not listed | adviserinfo.sec.gov |
| Novak & Powell Financial Services, Inc. | St. Petersburg | $359.5 million | Not listed | adviserinfo.sec.gov |
| Amuni Financial, Inc. | St Petersburg | $194.6 million | Not listed | adviserinfo.sec.gov |
| Cyber Hornet Etfs LLC | St. Petersburg | $167.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in St. Petersburg, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Directed Capital Advisors on the SEC's adviser search
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.