Data / Investment advisers / Florida / Rea Financial
Rea Financial, Orlando, FL: $54.8 million AUM, SEC registered investment adviser
Rea Financial is an SEC registered investment adviser with its main office in Orlando, Florida and reports $54.8 million in regulatory assets under management in its Form ADV filed October 15, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management.
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
- 340696
- SEC file number
- 801-135745
- SEC status
- 120-Day Approval, effective April 20, 2026
- Legal name
- Rea Financial, Inc
- Main office
- 7680 Universal Blvd Suite 620, Orlando, FL 32819
- Phone
- (407) 787-9700
- Regulatory AUM
- $54,836,527 in the Form ADV filed October 15, 2026
- Discretionary AUM
- $42,799,743
- Non discretionary AUM
- $12,036,784
- Accounts
- 364
- Employees
- 4, 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
- October 15, 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) | 131 | $32.4 million |
| High net worth individuals | 15 | $22.4 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 |
|---|---|---|
| October 2, 2026 | $54.8 million | September 30, 2026 |
| May 1, 2026 | Not listed | April 18, 2026 |
Other advisers in Orlando
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| 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 |
| Jake Carris Financial Planning | Orlando | $109.7 million | Not listed | adviserinfo.sec.gov |
| Value Financial Advisers, Inc. | Orlando | $105.3 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 $50 million to $100 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Rea Financial on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.