Data / Investment advisers / Florida / Trustwell Financial Advisors, LLC
Trustwell Financial Advisors, LLC, Jacksonville, FL: $261 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Trustwell Financial Advisors, LLC is an SEC registered investment adviser with its main office in Jacksonville, Florida and reports $261 million in regulatory assets under management in its Form ADV filed March 13, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Trustwell Financial Advisors, LLC (CRD number 108426): 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
- 108426
- SEC file number
- 801-120250
- SEC status
- Approved, effective February 3, 2021
- Main office
- 8825 Perimeter Park Blvd. Suite 304, Jacksonville, FL 32216
- Phone
- (904) 996-7800
- Regulatory AUM
- $260,788,767 in the Form ADV filed March 13, 2026
- Discretionary AUM
- $260,788,767
- Accounts
- 1,019
- Employees
- 7, of which 5 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
- March 13, 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 | 59 | $155.3 million |
| Individuals (other than high net worth individuals) | 304 | $105.1 million |
| Charitable organizations | 1 | $289,670 |
| Corporations or other businesses | 2 | $96,054 |
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 | $260.8 million | March 13, 2026 |
| December 1, 2025 | $218.5 million | March 7, 2025 |
Other advisers in Jacksonville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Madden Advisory Services, Inc. | Jacksonville | $291.7 million | Not listed | adviserinfo.sec.gov |
| The Palmer Knight Company | Jacksonville | $285.4 million | Not listed | adviserinfo.sec.gov |
| Fig Capital Management, LLC | Jacksonville | $283 million | 2 | adviserinfo.sec.gov |
| Covingtonalsina | Jacksonville | $282.9 million | Not listed | adviserinfo.sec.gov |
| Riverplace Capital Management Inc | Jacksonville | $267.4 million | Not listed | adviserinfo.sec.gov |
| Davis Capital Management | Jacksonville | $259 million | Not listed | adviserinfo.sec.gov |
| Gunn & Company Investment Management, Inc. | Jacksonville | $213.5 million | Not listed | adviserinfo.sec.gov |
| Img Wealth Management, Inc. | Jacksonville | $209.7 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 high net worth individuals
- Advisers serving individuals
- Trustwell Financial Advisors, 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.