Data / Investment advisers / Florida / Jake Carris Financial Planning
Jake Carris Financial Planning, Orlando, FL: $110 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Jake Carris Financial Planning is an SEC registered investment adviser with its main office in Orlando, Florida and reports $110 million in regulatory assets under management in its Form ADV filed July 24, 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, hourly charges and fixed fees.
The request: Watch Jake Carris Financial Planning (CRD number 290061): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 290061
- SEC file number
- 801-135632
- SEC status
- Approved, effective March 23, 2026
- Legal name
- Jake Carris Financial Planning, LLC
- Main office
- 5401 S. Kirkman Rd Ste. 215, Orlando, FL 32819
- Phone
- (407) 489-1186
- Website
- carrisfp.com
- Regulatory AUM
- $109,685,265 in the Form ADV filed July 24, 2026
- Non discretionary AUM
- $109,685,265
- Accounts
- 117
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 24, 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 | 39 | $88.4 million |
| Individuals (other than high net worth individuals) | 76 | $20.2 million |
| Pension and profit sharing plans | Fewer than 5 | $827,623 |
| Charitable organizations | Fewer than 5 | $328,034 |
Other advisers in Orlando
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tripletail Wealth Management | Orlando | $132.1 million | Not listed | adviserinfo.sec.gov |
| Velaris Wealth Management | Orlando | $128.7 million | Not listed | adviserinfo.sec.gov |
| RM Adviser, LLC | Orlando | $128.3 million | Not listed | adviserinfo.sec.gov |
| Centrus Financial Strategies | Orlando | $125.1 million | Not listed | adviserinfo.sec.gov |
| Wisdom Planning Group | Orlando | $112.9 million | Not listed | adviserinfo.sec.gov |
| Value Financial Advisers, Inc. | Orlando | $105.3 million | Not listed | adviserinfo.sec.gov |
| Rea Financial | Orlando | $54.8 million | Not listed | adviserinfo.sec.gov |
| RM Manager, LLC | Orlando | Not listed | 24 | 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 high net worth individuals
- Advisers serving individuals
- Jake Carris Financial Planning 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.