Data / Investment advisers / Florida / Moisand Fitzgerald Tamayo, LLC
Moisand Fitzgerald Tamayo, LLC, Orlando, FL: $1.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Moisand Fitzgerald Tamayo, LLC is an SEC registered investment adviser with its main office in Orlando, Florida and reports $1.4 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Moisand Fitzgerald Tamayo, LLC (CRD number 109419): 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
- 109419
- SEC file number
- 801-55992
- SEC status
- Approved, effective October 27, 1998
- Main office
- 300 South Orange Avenue Suite 1170, Orlando, FL 32801
- Phone
- (407) 869-6228
- Regulatory AUM
- $1,350,217,545 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $1,350,217,545
- Accounts
- 3,662
- Employees
- 30, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 11
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 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 | 389 | $1.13 billion |
| Individuals (other than high net worth individuals) | 517 | $218.1 million |
| Corporations or other businesses | Fewer than 5 | $1.9 million |
| Charitable organizations | Fewer than 5 | $133,781 |
| Pension and profit sharing plans | 6 | Not listed |
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 | $1.35 billion | March 30, 2026 |
| December 1, 2025 | $1.15 billion | March 28, 2025 |
Other advisers in Orlando
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Assuredpartners Investment Advisors | Orlando | $3.88 billion | Not listed | adviserinfo.sec.gov |
| International Assets Investment Management, LLC | Orlando | $2.57 billion | Not listed | adviserinfo.sec.gov |
| CNL Strategic Capital Management, LLC | Orlando | $1.54 billion | Not listed | adviserinfo.sec.gov |
| Integrity Fixed Income Management | Orlando | $921.5 million | Not listed | adviserinfo.sec.gov |
| Hoxton Wealth | Orlando | $803.5 million | Not listed | adviserinfo.sec.gov |
| Summit Wealth Partners, LLC | Orlando | $675.7 million | Not listed | adviserinfo.sec.gov |
| Abacus FCF Advisors LLC | Orlando | $641.4 million | Not listed | adviserinfo.sec.gov |
| Global Assets Advisory, LLC | Orlando | $551.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Orlando, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Moisand Fitzgerald Tamayo, 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.