Data / Investment advisers / Florida / Toams Financial
Toams Financial, Jacksonville, FL: $109 million AUM, SEC registered investment adviser
Toams Financial is an SEC registered investment adviser with its main office in Jacksonville, Florida and reports $109 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
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
- 300043
- SEC file number
- 801-120648
- SEC status
- Approved, effective March 29, 2021
- Legal name
- Planning Solutions International LLC
- Main office
- 1901 University Blvd W, Jacksonville, FL 32217
- Phone
- (904) 733-5321
- Regulatory AUM
- $108,836,692 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $108,836,692
- Accounts
- 1,020
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 588 | $83.2 million |
| High net worth individuals | 32 | $25.7 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 |
|---|---|---|
| April 1, 2026 | $108.8 million | March 30, 2026 |
| December 1, 2025 | $106 million | March 31, 2025 |
Other advisers in Jacksonville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Allegiance Financial Advisors, Inc. | Jacksonville | $181.9 million | Not listed | adviserinfo.sec.gov |
| River City Wealth Management | Jacksonville | $179.6 million | Not listed | adviserinfo.sec.gov |
| St. Nicholas Private Asset Management, Inc. | Jacksonville | $151 million | Not listed | adviserinfo.sec.gov |
| Gullane Capital, LLC | Jacksonville | $145.3 million | 13 | adviserinfo.sec.gov |
| Doxara Capital LP | Jacksonville | $125 million | Not listed | adviserinfo.sec.gov |
| Omnitrust Wealth Management, Inc. | Jacksonville | $107.2 million | Not listed | adviserinfo.sec.gov |
| Schaffer & Company Asset Management, Inc. | Jacksonville | $90.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Jacksonville, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Toams 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.