Data / Investment advisers / Florida / Fund Advisors of America Inc
Fund Advisors of America Inc, Orlando, FL: $149 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Fund Advisors of America Inc is an SEC registered investment adviser with its main office in Orlando, Florida and reports $149 million in regulatory assets under management in its Form ADV filed February 26, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 112567
- SEC file number
- 801-57292
- SEC status
- Approved, effective March 7, 2000
- Main office
- 1800 Pembrook Drive Suite 300, Orlando, FL 32810
- Phone
- (407) 667-4729
- Website
- fundadvisorsofamerica.com
- Regulatory AUM
- $149,410,840 in the Form ADV filed February 26, 2026
- Discretionary AUM
- $149,410,840
- Accounts
- 585
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 26, 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) | 553 | $95.2 million |
| High net worth individuals | 32 | $54.2 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 |
|---|---|---|
| March 2, 2026 | $149.4 million | February 26, 2026 |
| December 1, 2025 | $132 million | March 14, 2025 |
Other advisers in Orlando
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Blacktower Financial Management (US) LLC | Orlando | $254.4 million | Not listed | adviserinfo.sec.gov |
| Cogent Private Wealth | Orlando | $250.3 million | Not listed | adviserinfo.sec.gov |
| Elevation Advisory Partners LLC | Orlando | $226 million | Not listed | adviserinfo.sec.gov |
| Yandell Investments, LLC | Orlando | $171 million | Not listed | adviserinfo.sec.gov |
| Burgess Chambers & Associates Inc | Orlando | $165.9 million | Not listed | adviserinfo.sec.gov |
| Sparrow Wealth Management | Orlando | $135.2 million | Not listed | adviserinfo.sec.gov |
| Tripletail Wealth Management | Orlando | $132.1 million | Not listed | adviserinfo.sec.gov |
| Velaris Wealth Management | Orlando | $128.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Orlando, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Fund Advisors of America Inc 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.