Data / Investment advisers / Florida / Ffo Investments LLC
Ffo Investments LLC, Tampa, FL: $207 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ffo Investments LLC is an SEC registered investment adviser with its main office in Tampa, Florida and reports $207 million in regulatory assets under management in its Form ADV filed July 13, 2026. Its clients include individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 338887
- SEC file number
- 801-134929
- SEC status
- Approved, effective December 17, 2025
- Main office
- 1208 E. Kennedy Blvd, Suite 222, Tampa, FL 33602
- Phone
- (302) 584-3415
- Website
- thefractionalfamilyoffice.com
- Regulatory AUM
- $207,088,515 in the Form ADV filed July 13, 2026
- Discretionary AUM
- $36,549,740
- Non discretionary AUM
- $170,538,775
- Accounts
- 160
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 13, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 160 | $207.1 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 | $207.1 million | March 17, 2026 |
| January 2, 2026 | Not listed | December 17, 2025 |
Other advisers in Tampa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cassedy Financial Group, Inc. | Tampa | $248.4 million | Not listed | adviserinfo.sec.gov |
| DFN Management LLC. | Tampa | $241.4 million | 2 | adviserinfo.sec.gov |
| Golden Road Advisors LLC | Tampa | $237.7 million | Not listed | adviserinfo.sec.gov |
| The Tenret Company, LLC | Tampa | $225.4 million | Not listed | adviserinfo.sec.gov |
| PFS Signature Wealth | Tampa | $211.6 million | Not listed | adviserinfo.sec.gov |
| Grand Central Investment Group, LLC | Tampa | $196.2 million | Not listed | adviserinfo.sec.gov |
| SFG Wealth Advisors, LLC | Tampa | $187.7 million | Not listed | adviserinfo.sec.gov |
| Sandy Morris Financial & Estate Planning Services, LLC | Tampa | $183.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tampa, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Ffo Investments 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.