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Data / Investment advisers / Florida / Florida Atlantic Securities Corp.

Florida Atlantic Securities Corp., Miami, FL: $590 million AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Florida Atlantic Securities Corp. is an SEC registered investment adviser with its main office in Miami, Florida and reports $590 million in regulatory assets under management in its Form ADV filed July 22, 2026. Its clients include charitable organizations, high net worth individuals and individuals. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 1 private fund.

The request: Watch Florida Atlantic Securities Corp. (CRD number 43272): 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
43272
SEC file number
801-136968
SEC status
Approved, effective August 5, 2026
Main office
9130 South Dadeland Blvd. Suite 1600, Miami, FL 33156
Phone
(305) 670-9250
Website
floridaatlantic.net
Regulatory AUM
$590,035,263 in the Form ADV filed July 22, 2026
Discretionary AUM
$590,035,263
Accounts
74
Employees
4, of which 4 give investment advice
Form of organization
Corporation
Paid through
a percentage of assets under management, performance based fees, other fees
Private funds
1: 1 private equity fund
Gross assets of private funds
$6,211,723
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
July 22, 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 typeClientsAUM
Charitable organizations5$386.5 million
High net worth individuals21$178.6 million
Individuals (other than high net worth individuals)23$18.8 million
Pooled investment vehicles1$6.2 million

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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.