Skip to the page

Data / Investment advisers / Florida / Page 4

Investment advisers in Florida: 1,333 firms, page 4

The full lists. Investment advisers in Florida: 1,333 rows, $66.65, or the new rows each week for $19 a month. Investment advisers (SEC registered and exempt reporting): 24,111 rows, $321.11, or the new rows each week for $19 a month. $10 of credit on sign-up, no card. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (legal name, CRD number, SEC number, registration, SEC status, SEC status effective and 17 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.

Get the first 200 rows free

Updated November 10, 2026. Source: the SEC's Form ADV data files for investment advisers.

Largest advisers by AUM, 901 to 1,200 of 1,333, in the same order as page 1.

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.

Largest advisers by AUM, page 4

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Conscious Capital Wealth Management, LLCTampa$131.3 million5665Not listed(860) 659-8299adviserinfo.sec.gov
Sterling Bridge Financial Group LLCPalm Harbor$131.1 million7768Not listed(727) 250-4130adviserinfo.sec.gov
DMK Advisor Group, Inc.Lutz$130.8 million77938Not listed(813) 996-6100adviserinfo.sec.gov
Solist FinancialTampa$130.1 million2161Not listed(813) 294-3737adviserinfo.sec.gov
Safe Harbor Fiduciary, LLCPensacola$129.9 million5865Not listed(850) 435-4844retirementpeaceroadmap.orgadviserinfo.sec.gov
Pasqua Wealth SolutionsPalm City$129.7 million533Not listedpasquawealthsolutions.comadviserinfo.sec.gov
Maclendon Wealth Management, LLCDelray Beach$129.6 million343Not listed(561) 293-3520maclendon.comadviserinfo.sec.gov
Antonetti Capital Management, LLCNaples$129.4 million3302Not listed(239) 403-0218adviserinfo.sec.gov
Obion Capital Management LPMiami$129 million441(305) 317-5100obioncapital.comadviserinfo.sec.gov
Ralicki Wealth Management & Trust ServicesStuart$129 million2533Not listed(772) 221-4508adviserinfo.sec.gov
Mariva Global Asset Management, LLCMiami$129 million1535Not listed(305) 712-6999marivacm.comadviserinfo.sec.gov
Gordon Asset Management LLCWest Palm Beach$128.9 million4033(512) 482-9600gordonasset.comadviserinfo.sec.gov
Velaris Wealth ManagementOrlando$128.7 million1124Not listed(786) 657-1584velaris.globaladviserinfo.sec.gov
RM Adviser, LLCOrlando$128.3 million24Not listed(407) 876-1702adviserinfo.sec.gov
Second Half Financial Partners, LLCSebring$128 million7175Not listed(863) 385-1101statlerfinancial.comadviserinfo.sec.gov
Premier Private Wealth Management, LLCPalm Harbor$126.3 million6984Not listed(727) 281-2882premierprivatewealthmgt.comadviserinfo.sec.gov
Leste USA, LLCMiami$126.3 million212Not listed(305) 929-9200adviserinfo.sec.gov
Reality Financial Planning Services, LLCSarasota$125.9 million4772Not listed(941) 366-5700realityfinancialplanning.comadviserinfo.sec.gov
Sundial Wealth LLCDelray Beach$125.8 million11331(561) 302-4371sundialwealth.comadviserinfo.sec.gov
Mar Wealth Management Services, LLCWest Palm Beach$125.1 million1333Not listed(800) 708-6285marwealthmanagement.comadviserinfo.sec.gov
Centrus Financial StrategiesOrlando$125.1 million1909Not listed(800) 779-4592adviserinfo.sec.gov
Doxara Capital LPJacksonville$125 million23Not listed(561) 589-3350adviserinfo.sec.gov
Landmark Investment Partners, L.P.West Palm Beach$124.9 million251(561) 210-3331adviserinfo.sec.gov
Fortis Private Wealth Advisors, LLCMiami$124.4 million153Not listed(305) 416-9093adviserinfo.sec.gov
Coral Wealth Management, LLCMiami$124.3 million5202Not listed(305) 671-3914coralwm.comadviserinfo.sec.gov
Cardea Capital Advisors, LLCVero Beach$124.2 million3939Not listed(770) 977-7779adviserinfo.sec.gov
Ideal Retirement SolutionsPort Charlotte$123.5 million5948Not listed(941) 876-8985adviserinfo.sec.gov
Rall Capital Management, Inc.Rockledge$122.7 million4263Not listed(321) 452-1251rallcapital.comadviserinfo.sec.gov
Kahn Financial GroupClearwater$122.6 million4022Not listed(727) 797-5551adviserinfo.sec.gov
Alphabond LLCPalm Beach$122.6 million23Not listed(561) 948-3414adviserinfo.sec.gov
Lionsbridge Wealth Management LLCJacksonville Beach$122.4 million1893Not listed(904) 897-0390lbwm.netadviserinfo.sec.gov
Portfolio Resources Advisor Group, Inc.Coral Gables$121.9 million42817Not listed(305) 372-0299ffsins.comadviserinfo.sec.gov
Traver Financial Consulting Network PaLakewood Ranch$121.7 million542Not listed(917) 576-0308adviserinfo.sec.gov
ArbalphaMiami$121.6 million42Not listed(786) 374-2620adviserinfo.sec.gov
Resnick Wealth Alliance, LLCPalm Beach Gardens$121.1 million1102Not listed(561) 453-1120resnickwealth.comadviserinfo.sec.gov
Craft Wealth ServicesTampa$120.8 million4788Not listed(813) 337-7747adviserinfo.sec.gov
Davivienda AdvisorsMiami$120.2 million3618Not listed(786) 238-7925daviviendaadvisors.comadviserinfo.sec.gov
Pinetree Advisors Corp.Miami$120 million5721(305) 510-8772pinetreeadvisors.usadviserinfo.sec.gov
1650 Wealth Management, LLCLighthouse Point$119.7 million4841Not listed(800) 658-9560adviserinfo.sec.gov
Money Management Concepts Inc.Melbourne$119.6 million2792Not listed(321) 258-1932moneymanagementconcepts.comadviserinfo.sec.gov
Abacus Capital AdvisorsPlantation$119.5 million803Not listed(954) 361-4210adviserinfo.sec.gov
Kailix Advisors LLCAventura$119 million141Not listed(212) 748-9723adviserinfo.sec.gov
1 Main Capital Management, LLCAventura$118.7 million421(305) 710-85091maincapital.comadviserinfo.sec.gov
Sandhill Wealth Management, Inc.Winter Park$118.5 million2172Not listed(321) 662-9270adviserinfo.sec.gov
CS Advisors Inc.Boca Raton$118 million3223Not listed(561) 241-9301csadvisorsinc.comadviserinfo.sec.gov
Castle Island WealthPalm Beach Gardens$117.2 million2335Not listed(561) 208-3883castleislandwealth.comadviserinfo.sec.gov
Sulzberger Capital Advisors, Inc.Miami$117.1 million2602Not listed(305) 573-4900genesulzberger.myhomehq.bizadviserinfo.sec.gov
Greenline Wealth ManagementBoca Raton$117 million4106Not listed(561) 405-6609adviserinfo.sec.gov
Intellicapital Advisors LLCPonte Vedra$116.3 million2003Not listed(904) 785-8530adviserinfo.sec.gov
Cambria Wealth ManagementSarasota$115.7 million3152Not listed(941) 444-1120adviserinfo.sec.gov
Zenith Advisory Group, LLCThe Villages$115.4 million7064Not listed(352) 282-0810adviserinfo.sec.gov
1818 Private Client Group, LLCAventura$115.4 million593Not listed(305) 684-8331adviserinfo.sec.gov
Uyana Partners LLCMiami$115 million1338Not listed(786) 238-4314adviserinfo.sec.gov
Futura Asset Advisors LLCCoral Gables$114.8 million171Not listed(305) 774-9906futuraadvisors.comadviserinfo.sec.gov
Common Cents Wealth Management, LLCPembroke Pines$113.7 million5282Not listed(954) 769-0837cc-wealth.comadviserinfo.sec.gov
Veltria Advisors Corp.Miami$113.2 million176Not listed(305) 318-7172adviserinfo.sec.gov
Wisdom Planning GroupOrlando$112.9 million2823Not listed(407) 462-5486wisdompg.comadviserinfo.sec.gov
Caleo Capital N.A. LLCPonte Vedra$111.8 million2355Not listed(609) 838-1245caleocapital-usa.comadviserinfo.sec.gov
GoiMiami$111.3 million1403Not listed(888) 464-4742adviserinfo.sec.gov
Belleair Wealth Management, LLCBelleair Bluffs$111.2 million3846Not listed(727) 586-5655bwmadvisors.comadviserinfo.sec.gov
Advanced Wealth ManagementSarasota$110.7 million5204Not listed(941) 451-8512adviserinfo.sec.gov
Muirfield Capital Global Advisors LLCPalm Beach$110.2 million232(212) 332-2500muirfieldcap.comadviserinfo.sec.gov
Servatus CapitalNaples$110.1 million1002Not listed(314) 750-1167adviserinfo.sec.gov
Peakshares LLCTampa$110 million24Not listed(877) 577-3257peaksharesfunds.comadviserinfo.sec.gov
Private Client Advisor Group, LLCPalm City$110 million3916Not listed(516) 241-3934privateclientadvisor.netadviserinfo.sec.gov
Jake Carris Financial PlanningOrlando$109.7 million1171Not listed(407) 489-1186carrisfp.comadviserinfo.sec.gov
Capstone Wealth Management Corp.Lakeland$109.4 million3645Not listed(866) 596-9886careformywealth.comadviserinfo.sec.gov
Ingram Advisory Services, LLCWinter Haven$109.3 million5252Not listed(863) 326-9833ingramfinancialgroup.comadviserinfo.sec.gov
Lyons Wealth ManagementWinter Park$109.1 million11231(407) 951-8710adviserinfo.sec.gov
Toams FinancialJacksonville$108.8 million1,0202Not listed(904) 733-5321adviserinfo.sec.gov
Montello Wealth Management, Inc.Palm Beach Gardens$108.4 million5021Not listed(561) 222-3305adviserinfo.sec.gov
Nautilus Wealth AdvisorsIndialantic$107.9 million5102Not listed(321) 724-1888nautiluswealthadvisors.comadviserinfo.sec.gov
Better Way LLCBal Harbour$107.3 million4216(617) 388-0139betterwayllc.netadviserinfo.sec.gov
Omnitrust Wealth Management, Inc.Jacksonville$107.2 million5771Not listed(904) 619-4351adviserinfo.sec.gov
Elevate Financial Planning and Wealth ManagementSt. Petersburg$107.1 million63038Not listed(727) 478-8886elevatefpwm.comadviserinfo.sec.gov
Stonex International Advisors IncMiami$106.7 million7715Not listed(305) 377-8008intercam.usadviserinfo.sec.gov
Value Financial Advisers, Inc.Orlando$105.3 million2034Not listed(303) 770-3030valuefinancialadvisers.comadviserinfo.sec.gov
Clout CapitalMiami$105 million33Not listed(561) 931-8430cloutcapital.comadviserinfo.sec.gov
Asset Planning CorporationW. Palm Beach$104.4 million2425Not listed(561) 689-5724fpiginc.comadviserinfo.sec.gov
WLT PartnersMiami$104.3 million483Not listed(305) 200-8877wltpartnersria.comadviserinfo.sec.gov
Sum Zero WealthSt. Petersburg$103.6 million1282Not listed(212) 660-4800sumzerowealth.comadviserinfo.sec.gov
Eurocapital Advisors, IncMiami$103.6 million92Not listed(786) 621-5858eurocapital-advisors.comadviserinfo.sec.gov
Mendoza Private WealthNorth Miami$101.4 million1711Not listed(305) 503-5133mendozaprivatewealth.comadviserinfo.sec.gov
Axxets WMAventura$101.3 million125Not listed(305) 405-9000axxets.comadviserinfo.sec.gov
Wells Global Investment Advisers LLCWinter Haven$101.3 million1333Not listed(863) 294-3361adviserinfo.sec.gov
Meridian Wealth GroupDade City$101.1 million2442Not listed(813) 830-2736meridianwealthgroup.comadviserinfo.sec.gov
Cantata Wealth Management, LLCCoral Gables$101.1 million1154Not listed(844) 226-8282cantatawealth.comadviserinfo.sec.gov
Gallatin & Company, LLCVero Beach$98.1 million531Not listed(772) 231-9607adviserinfo.sec.gov
Baytrust Wealth Management, LLCTampa$97.7 million2995Not listed(813) 820-0069baytrust.comadviserinfo.sec.gov
RVX Asset Management LLCAventura$96.8 million341(305) 363-6847rvx-am.comadviserinfo.sec.gov
Lion Capital Advisors LLCMiami$94.8 million313Not listed(305) 849-5222adviserinfo.sec.gov
Statetrust Capital, LLC.Boca Raton$93.7 million2384Not listed(305) 921-8101statetrust.comadviserinfo.sec.gov
Capital Q Management LLCMaitland$93.4 million221(407) 307-2277capitalqventures.comadviserinfo.sec.gov
Schaffer & Company Asset Management, Inc.Jacksonville$90.8 million5621Not listed(585) 563-8626gregoryschaffer.comadviserinfo.sec.gov
Arias Resource Capital Management LPMiami$90.8 million282(305) 913-5402arc-fund.comadviserinfo.sec.gov
Alphaq AdvisorsWinter Park$90.6 million2802Not listed(407) 982-4550adviserinfo.sec.gov
ZestMiami$90.6 million83Not listed(305) 394-6486adviserinfo.sec.gov
Chacon Diaz & Di Virgilio Wealth Management, LLCGainesville$90.3 million6754Not listed(888) 392-8007cddwealth.comadviserinfo.sec.gov
Api Financial Advisors, LLCRockledge$84.7 million69613Not listed(321) 888-2599adviserinfo.sec.gov
Route 20 Private Wealth Inc.Fort Lauderdale$83.5 million18061(954) 712-7490route20wealth.comadviserinfo.sec.gov
Inter US Management, LLCMiami$83.4 million56Not listed(786) 671-3506adviserinfo.sec.gov
Proxy Wealth Advisors LLCWindermere$83.3 million61425Not listed(646) 289-5075proxywealth.comadviserinfo.sec.gov
MGM Innova Cap Management LLCMiami$78 million4104adviserinfo.sec.gov
Center Lake Capital Management, LLCWest Palm Beach$77.9 million311(212) 390-8839centerlakecapital.comadviserinfo.sec.gov
Lyons Investment ManagementWinter Park$73.1 million615Not listed(386) 775-1177gnci.comadviserinfo.sec.gov
Clockwise Capital LLCMiami$71.5 million15131(305) 200-8800adviserinfo.sec.gov
Pare Partners LLCMiami$66.9 million8204(786) 866-8010peninsulainvestments.comadviserinfo.sec.gov
Coolabah Capital Investments (USA) IncMiami$64.7 million662(305) 722-7789coolabahcapital.comadviserinfo.sec.gov
Mutual Trust Asset MGMT., Inc.Tampa$58.4 million1204Not listed(813) 264-0440adviserinfo.sec.gov
Rea FinancialOrlando$54.8 million3644Not listed(407) 787-9700adviserinfo.sec.gov
Golden Eagle Strategies, LLCDelray Beach$50.5 million471(561) 510-6606adviserinfo.sec.gov
Webull Advisors LLCSt Petersburg$48.9 million28,86716Not listed(917) 725-2408webull.comadviserinfo.sec.gov
Aventura Capital Management, LLCBoca Raton$48.4 million2524Not listed(305) 466-0467aventuracap.comadviserinfo.sec.gov
CNL Residential Credit ManagerOrlando$48 million15Not listed(407) 650-1000adviserinfo.sec.gov
Galapagos Global Capital Management LLCMiami$45.4 million463(305) 515-5878galapagoscapital.usadviserinfo.sec.gov
Eternal Capital, LLCMiami$42.7 million772(305) 915-8805eternalcapitalgroup.comadviserinfo.sec.gov
Prospect Credit REIT Advisor, LLCWest Palm Beach$42.6 million1591(561) 285-4044adviserinfo.sec.gov
Bequest Capital LLCSarasota$39.5 million484(941) 957-9979bqfunds.comadviserinfo.sec.gov
Leatherback Asset Management, LLCPalm Beach Gardens$35 million11Not listed(561) 389-5809leatherbackam.comadviserinfo.sec.gov
R.G. Niederhoffer Capital Management, Inc.Sunny Isles Beach$33.6 million6246(212) 245-0400niederhoffer.comadviserinfo.sec.gov
Prospect Enhanced Yield Management, LLCWest Palm Beach$31.7 million161Not listed(561) 285-4044adviserinfo.sec.gov
Alton Road Capital, LPVero Beach$26.6 million12Not listed(203) 247-2194adviserinfo.sec.gov
Finiat, LLCMount Dora$25.6 million17Not listed(352) 729-2739finiat.comadviserinfo.sec.gov
Ample Wealth Partners LLCOrlando$25.4 million553Not listed(407) 800-5919amplewealthpartners.comadviserinfo.sec.gov
Financial Planning Services, Inc.Fort Lauderdale$20 million222Not listed(954) 526-8339adviserinfo.sec.gov
CNL Fund Advisors II, LLCOrlando$19.9 million161(407) 650-1000adviserinfo.sec.gov
Alpha Growth Management LLCDelray Beach$19.6 million14Not listed(949) 326-9796algwplc.comadviserinfo.sec.gov
FWG Investment ManagementWinter Park$14.4 million121(407) 999-8998adviserinfo.sec.gov
SP FundsLake Mary$10.2 million222(425) 409-9500sp-funds.comadviserinfo.sec.gov
Typhon Advisors, LLCMiami Beach$10 million131(312) 836-1180typhoncap.comadviserinfo.sec.gov
U.S. Cherry LLCSt. Petersburg$8.3 million1641Not listed(305) 339-5318adviserinfo.sec.gov
Coastal Equity Management, LLCPensacola$7.3 million12Not listed(850) 435-4844dividendgrowthstrategy.comadviserinfo.sec.gov
Axxes Advisors I LLCCoral Gables$6.8 million110Not listed(800) 684-1006axxescapital.comadviserinfo.sec.gov
Invex Next, LLCCoral Gables$3 million768Not listed(786) 425-1717join.nextbyinvex.usadviserinfo.sec.gov
Saul Funds Management LLCMiami$2.5 million111(212) 457-1990adviserinfo.sec.gov
Ned Davis Research, Inc.Sarasota$2.2 million268Not listed(941) 412-2300adviserinfo.sec.gov
Advisifi LLCSt Petersburg$1.8 million1346Not listed(888) 983-2897advisifi.coadviserinfo.sec.gov
Dignum Et JustumSaint Augustine$1.5 million81Not listed(904) 680-2848dej-investments.comadviserinfo.sec.gov
Ot Advisors LLCBoca Raton$1 million12Not listed(786) 529-1869opportunistictraderetf.comadviserinfo.sec.gov
Richmond CapitalMiami$927,000101Not listed(305) 510-8833richmondcapital.comadviserinfo.sec.gov
OpenvestAventura$353,4851392Not listed(917) 678-8797openvest.coadviserinfo.sec.gov
Daba Advisors LLCMiami$228,4111371Not listed(855) 400-3222dabafinance.comadviserinfo.sec.gov
Bulltick4u Advisor, LLCMiami$142,776510Not listed(305) 533-1541bulltick4u.comadviserinfo.sec.gov
Axxes Advisors LLCCoral Gables$100,000110Not listed(800) 684-1006adviserinfo.sec.gov
Pilotai WealthMiami$10,00033Not listed(305) 310-7814pilotaiwealth.comadviserinfo.sec.gov
El Menudo Cuenta LLCMiami$3,600111Not listed(786) 206-6036elmenudocuenta.comadviserinfo.sec.gov
Kraken Adviser LLCFort Lauderdale$37795Not listed(888) 837-8818adviserinfo.sec.gov
Republic Deal RoomMiamiNot listedNot listedNot listed152(857) 373-9097republic.comadviserinfo.sec.gov
Fuel Venture Capital Partners LLCMiamiNot listedNot listedNot listed40(305) 450-7859fuelventurecapital.comadviserinfo.sec.gov
The Venture Collective LLCMiami BeachNot listedNot listedNot listed35(754) 217-7160adviserinfo.sec.gov
Thursday Ventures Management LLCBrandonNot listedNot listedNot listed35(401) 932-1636thursday.xyzadviserinfo.sec.gov
Bail Capital LLCCoral GablesNot listedNot listedNot listed32(518) 810-3484bail.capitaladviserinfo.sec.gov
FF Capital Partners, LLCTampaNot listedNot listedNot listed31(813) 775-6990adviserinfo.sec.gov
RM Manager, LLCOrlandoNot listedNot listedNot listed24(310) 907-7129adviserinfo.sec.gov
Boldstart Ventures Management LLCMiamiNot listedNot listedNot listed21(786) 749-8663adviserinfo.sec.gov
Osa Capital LLCMiamiNot listedNot listedNot listed18(802) 274-0222osacapital.vcadviserinfo.sec.gov
Snowpoint Ventures Management, LLCPalm BeachNot listedNot listedNot listed17(650) 438-3656adviserinfo.sec.gov
Vast Ventures Management LLCFt. LauderdaleNot listedNot listedNot listed17(917) 215-5214vastvc.comadviserinfo.sec.gov
Sand Hill Road Technologies Fund Management LLCMiamiNot listedNot listedNot listed16(424) 285-4529sandhillroadtechnologiesfund.comadviserinfo.sec.gov
Valhalla Ventures Management Company LLCMiamiNot listedNot listedNot listed15(805) 952-5239valhalla.venturesadviserinfo.sec.gov
Side Door VenturesFernandina BeachNot listedNot listedNot listed14(778) 960-6441sdv.vcadviserinfo.sec.gov
TMC Associates LLCNaplesNot listedNot listedNot listed14(212) 410-9200adviserinfo.sec.gov
Clay Point InvestorsHobe SoundNot listedNot listedNot listed12(213) 352-3684clay-point.comadviserinfo.sec.gov
Plural CapitalMiamiNot listedNot listedNot listed12(757) 513-1432withplural.comadviserinfo.sec.gov
Lynett Capital Management, LLCJupiterNot listedNot listedNot listed11(512) 730-1121lynettcapital.comadviserinfo.sec.gov
Nexus AdvisorsFort LauderdaleNot listedNot listedNot listed11(860) 770-3604adviserinfo.sec.gov
Roo Capital Management I, LLCCoconut GroveNot listedNot listedNot listed11(786) 322-4859roocapital.comadviserinfo.sec.gov
TRCM IM LLCSouth MiamiNot listedNot listedNot listed11(516) 253-8196adviserinfo.sec.gov
GMF Real Estate LLCMiami BeachNot listedNot listedNot listed10(410) 394-7336adviserinfo.sec.gov
Goudy Park Management, LLCPalm BeachNot listedNot listedNot listed10(312) 932-8187adviserinfo.sec.gov
Lumerity Capital Management, LLCSunny Isles BeachNot listedNot listedNot listed10(305) 209-9554lumerity.comadviserinfo.sec.gov
Mar Across Management LLCMiamiNot listedNot listedNot listed10(305) 984-0959acrosscap.comadviserinfo.sec.gov
Sprout Capital Partners Management, LLCCooper CityNot listedNot listedNot listed10(954) 579-6181sproutcapitalpartners.comadviserinfo.sec.gov
Township Capital, LLCWest Palm BeachNot listedNot listedNot listed10(561) 918-1220adviserinfo.sec.gov
Uncap Manager LLCMiamiNot listedNot listedNot listed10(305) 239-5669uncapfunds.comadviserinfo.sec.gov
Blumberg Capital, L.L.C.Sunny Isles BeachNot listedNot listedNot listed9(415) 209-5150adviserinfo.sec.gov
Forum Partners Investment Management LLCWest Palm BeachNot listedNot listedNot listed9(561) 515-6046adviserinfo.sec.gov
Globalgatecapital LLCParklandNot listedNot listedNot listed9(702) 496-0660globalgate.capitaladviserinfo.sec.gov
Straightpath Management IncJupiterNot listedNot listedNot listed9(646) 767-7404adviserinfo.sec.gov
Stratos Technologies Capital Management LLCMiamiNot listedNot listedNot listed9(214) 845-7254stratos.xyzadviserinfo.sec.gov
Alternative ManagementMiamiNot listedNot listedNot listed8(757) 784-7055adviserinfo.sec.gov
Ballast Point VenturesTampaNot listedNot listedNot listed8(813) 906-8500ballastpointventures.comadviserinfo.sec.gov
Bluemar Capital Management, LLCMiamiNot listedNot listedNot listed8(212) 446-2400adviserinfo.sec.gov
Infinite Capital LLCWest Palm BeachNot listedNot listedNot listed8(415) 855-1585infinite.xyzadviserinfo.sec.gov
Mare Liberum Capital Partners, LLCCoral GablesNot listedNot listedNot listed8(917) 834-4465mareliberum.comadviserinfo.sec.gov
PerigonMiamiNot listedNot listedNot listed8(786) 661-1771perigonfuture.comadviserinfo.sec.gov
Saturn Management LLCSt. PetersburgNot listedNot listedNot listed8(617) 574-3330saturnpartnersvc.comadviserinfo.sec.gov
Ucpus, Inc.MiamiNot listedNot listedNot listed8(305) 465-0099adviserinfo.sec.gov
Xtellus Advisors LLCMiamiNot listedNot listedNot listed8(203) 900-2221xtellusadvisors.comadviserinfo.sec.gov
Dreamit VenturesEsteroNot listedNot listedNot listed7(267) 694-0425adviserinfo.sec.gov
Henley USA, LLCFloridaNot listedNot listedNot listed7(617) 307-5850investors.henleyus.comadviserinfo.sec.gov
Orca Capital, LLCMiamiNot listedNot listedNot listed7(614) 582-4970orcacapital.ioadviserinfo.sec.gov
Reformation Management, LLCMiamiNot listedNot listedNot listed7(917) 971-8129reformation.vcadviserinfo.sec.gov
Vestapoint LLCWinter ParkNot listedNot listedNot listed7(407) 495-1048vestapoint.comadviserinfo.sec.gov
VestedWestonNot listedNot listedNot listed7(347) 353-8592adviserinfo.sec.gov
Vocap Investment Partners, LLCVero BeachNot listedNot listedNot listed7(772) 766-4157adviserinfo.sec.gov
Bridge Line Advisors LLCBoca RatonNot listedNot listedNot listed6(954) 334-3450adviserinfo.sec.gov
Electric Feel Ventures LLCMiamiNot listedNot listedNot listed6(308) 249-1377adviserinfo.sec.gov
Nexileon Management, LLCMiamiNot listedNot listedNot listed6(818) 624-3214nexileon.comadviserinfo.sec.gov
Omaha Beach Capital, LLCAventuraNot listedNot listedNot listed6(786) 923-0256omahabeachcapital.comadviserinfo.sec.gov
Templum CapitalMiami BeachNot listedNot listedNot listed6(332) 456-5308adviserinfo.sec.gov
The Legaltech Fund Management Co., L.L.C.Fort LauderdaleNot listedNot listedNot listed6(310) 574-2393adviserinfo.sec.gov
Ailsa Capital LLCMiamiNot listedNot listedNot listed5(786) 397-0480adviserinfo.sec.gov
American Vo IM LLCPalm Beach GardensNot listedNot listedNot listed5(917) 608-7234adviserinfo.sec.gov
Antares Capital CorporationMerritt IslandNot listedNot listedNot listed5(321) 777-4884antarescapital.comadviserinfo.sec.gov
Clearsky Advisors LLCWest Palm BeachNot listedNot listedNot listed5(561) 720-1525clear-sky.comadviserinfo.sec.gov
Hartmann Capital, LLCBoca RatonNot listedNot listedNot listed5(305) 209-3115hartmanncapital.comadviserinfo.sec.gov
Loci Capital Group, LLCTampaNot listedNot listedNot listed5(720) 409-2820locicapital.comadviserinfo.sec.gov
Mistral Equity PartnersPalm BeachNot listedNot listedNot listed5(929) 280-1912mistralequity.comadviserinfo.sec.gov
Oceans EquityMiamiNot listedNot listedNot listed5(786) 542-2108oceans-equity.comadviserinfo.sec.gov
Quadrance Capital Partners, LLCMiamiNot listedNot listedNot listed5(768) 568-7945quadrancecapital.comadviserinfo.sec.gov
Respida Capital LLCMiamiNot listedNot listedNot listed5(305) 341-5925respida.comadviserinfo.sec.gov
Seae Ventures, LLCMiamiNot listedNot listedNot listed5(617) 780-9347seaeventures.comadviserinfo.sec.gov
Atomic Management Company, LLCMiamiNot listedNot listedNot listed4(305) 317-5044atomic.vcadviserinfo.sec.gov
Azure Capital Partners LPFt LauderdaleNot listedNot listedNot listed4(415) 276-5500azurecap.comadviserinfo.sec.gov
Collective Asset Management, LLCPlantationNot listedNot listedNot listed4(888) 977-5228collectiveliquidity.comadviserinfo.sec.gov
HK Management LLCMiamiNot listedNot listedNot listed4(917) 446-9175adviserinfo.sec.gov
Lincoln RoadMiamiNot listedNot listedNot listed4(786) 209-2354adviserinfo.sec.gov
Morning Calm Fund Manager Corp.Boca RatonNot listedNot listedNot listed4(561) 383-2400morning-calm.comadviserinfo.sec.gov
PC Opportunity Fund Asset MGR, LLCMiamiNot listedNot listedNot listed4(786) 539-4999adviserinfo.sec.gov
Rivet Ventures Management, LLCMiamiNot listedNot listedNot listed4(650) 468-7988adviserinfo.sec.gov
The Venture City Management, LLCMiamiNot listedNot listedNot listed4(305) 764-8083adviserinfo.sec.gov
Tullis Health InvestorsPalm Beach GardensNot listedNot listedNot listed4(561) 200-3300tullisfunds.comadviserinfo.sec.gov
Aif Management LLCOrlandoNot listedNot listedNot listed3(407) 212-2738autismimpact.fundadviserinfo.sec.gov
Atlas Grove Management LLCMiamiNot listedNot listedNot listed3(305) 990-1714atlasgrove.partnersadviserinfo.sec.gov
Atomic LabsMiamiNot listedNot listedNot listed3(305) 317-5044adviserinfo.sec.gov
Avanz Capital Management LLCMiamiNot listedNot listedNot listed3(301) 787-5255avanzcapital.comadviserinfo.sec.gov
Blue Lagoon Advisors, LLCOrlandoNot listedNot listedNot listed3(202) 669-3427blu.bizadviserinfo.sec.gov
Brinkmere Capital Management I, LPJacksonvilleNot listedNot listedNot listed3(904) 437-4560brinkmere.comadviserinfo.sec.gov
C/M Capital Partners, LPMiamiNot listedNot listedNot listed3(201) 391-1839adviserinfo.sec.gov
Everglades Global Advisors LLCCoral SpringsNot listedNot listedNot listed3(954) 628-5630adviserinfo.sec.gov
Future Perfect Ventures, LLCMiami BeachNot listedNot listedNot listed3(917) 509-8445futureperfectventures.comadviserinfo.sec.gov
Halmos Capital Partners LLCCoral GablesNot listedNot listedNot listed3(212) 470-8049halmoscapital.comadviserinfo.sec.gov
Halyard Capital Management, LLCSarasotaNot listedNot listedNot listed3(917) 767-3207halyard.comadviserinfo.sec.gov
Lfe Capital, LLCNaplesNot listedNot listedNot listed3(612) 752-1810lfecapital.comadviserinfo.sec.gov
Neil Jesani Asset Management, LLCSunriseNot listedNot listedNot listed3(954) 800-1979arborrowcapital.comadviserinfo.sec.gov
New Form Capital LLCMiami BeachNot listedNot listedNot listed3(609) 238-8603newformcap.comadviserinfo.sec.gov
Rbi Advisors LLCMiamiNot listedNot listedNot listed3(800) 668-1004adviserinfo.sec.gov
Red Oak Partners, LLCBoca RatonNot listedNot listedNot listed3(212) 614-8952redoakpartners.comadviserinfo.sec.gov
Revitalization Unlimited LLCMiamiNot listedNot listedNot listed3(501) 764-4552revitalizationunlimited.comadviserinfo.sec.gov
SW Iteram US AdvisorsMiamiNot listedNot listedNot listed3(305) 224-8834adviserinfo.sec.gov
Scenius Capital Management LLCMiamiNot listedNot listedNot listed3(914) 220-2535scenius.capitaladviserinfo.sec.gov
TLG Capital Management, LLCWest Palm BeachNot listedNot listedNot listed3(561) 945-8340tlgholding.comadviserinfo.sec.gov
TRCM Capital Advisors LLCSouth MiamiNot listedNot listedNot listed3(772) 263-3402adviserinfo.sec.gov
WRB Serra PartnersTampaNot listedNot listedNot listed3(813) 251-3737adviserinfo.sec.gov
West Mountain, LLCStuartNot listedNot listedNot listed3(772) 254-8110westmountainllc.comadviserinfo.sec.gov
1907 Management, LPMiamiNot listedNot listedNot listed2(917) 655-9025adviserinfo.sec.gov
Animo Ventures LLCMiamiNot listedNot listedNot listed2(305) 834-8372animo.vcadviserinfo.sec.gov
Assurance Mezzanine Capital, LLCOrlandoNot listedNot listedNot listed2(407) 906-2467adviserinfo.sec.gov
Asymmetric Technologies, LLCMiamiNot listedNot listedNot listed2(347) 517-0404asymmetric.financialadviserinfo.sec.gov
AvvHighland BeachNot listedNot listedNot listed2(434) 321-8424avv.coadviserinfo.sec.gov
Evidity Capital LLCMiamiNot listedNot listedNot listed2(212) 913-9755adviserinfo.sec.gov
Fundviews Capital, LLCDoralNot listedNot listedNot listed2(305) 846-9175fundviewscapital.comadviserinfo.sec.gov
Integra Opportunity Fund Manager LLCMiamiNot listedNot listedNot listed2(305) 774-0110integrafl.comadviserinfo.sec.gov
Iron RoadNaplesNot listedNot listedNot listed2(312) 858-1670ironroadcap.comadviserinfo.sec.gov
Isv MC, LLCWest Palm BeachNot listedNot listedNot listed2(415) 574-0863adviserinfo.sec.gov
Kbis CapitalMiamiNot listedNot listedNot listed2(305) 608-8248kbiscapital.comadviserinfo.sec.gov
Kec Management L.P.JupiterNot listedNot listedNot listed2(561) 299-3261kecventures.comadviserinfo.sec.gov
Kig Investment Management, LLCKey BiscayneNot listedNot listedNot listed2(617) 938-3443kigip.comadviserinfo.sec.gov
Lamington Capital Management, LLCPort St Lucie, Saint LucieNot listedNot listedNot listed2(561) 676-5045lamingtonfunding.comadviserinfo.sec.gov
Layla Capital Management, LPBoca RatonNot listedNot listedNot listed2(561) 571-5200laylacapital.comadviserinfo.sec.gov
Lvna Management LLCCoral GablesNot listedNot listedNot listed2(503) 863-8029lvnacapital.comadviserinfo.sec.gov
Mpi Fund Advisors, LLCCoral SpringsNot listedNot listedNot listed2(917) 602-9047matrixpartners.inadviserinfo.sec.gov
Notch View Capital Management, LLCMiamiNot listedNot listedNot listed2(212) 796-4954adviserinfo.sec.gov
Palm Tree Crew ManagementMiamiNot listedNot listedNot listed2(917) 860-2405ptc-holdings.comadviserinfo.sec.gov
RCH Capital, LLCSt. PetersburgNot listedNot listedNot listed2(727) 821-6000rchcapital.comadviserinfo.sec.gov
SCP Managers, LLCNorth PortNot listedNot listedNot listed2(847) 404-7509adviserinfo.sec.gov
Sino Global Capital Management LLCMiamiNot listedNot listedNot listed2(206) 972-6047ryzelabs.ioadviserinfo.sec.gov
Society Hill CapitalTampaNot listedNot listedNot listed2(813) 513-9683societyhillcapital.comadviserinfo.sec.gov
Steeleharbour Management Company LLCSarasotaNot listedNot listedNot listed2(917) 301-6335steeleharbour.comadviserinfo.sec.gov
Stellation Management LLCMiami BeachNot listedNot listedNot listed2(212) 810-9026stellation.vcadviserinfo.sec.gov
Strike CapitalMiami BeachNot listedNot listedNot listed2(914) 374-1111strikecapital.comadviserinfo.sec.gov
Surmount Ventures Management LLCSouth MiamiNot listedNot listedNot listed2(786) 794-5221adviserinfo.sec.gov
Trestle PartnersPalm BeachNot listedNot listedNot listed2(917) 992-9423trestlelp.comadviserinfo.sec.gov
Zelkova Management, LLCMiami BeachNot listedNot listedNot listed2(212) 750-3156zelkovavc.comadviserinfo.sec.gov
Abbaei Manager LLCNaplesNot listedNot listedNot listed1(443) 653-2243adviserinfo.sec.gov
Accelmed Partners II Management, LLCMiami BeachNot listedNot listedNot listed1(786) 826-9118accelmed.comadviserinfo.sec.gov
Afc Institutional Fund Manager LLCWest Palm BeachNot listedNot listedNot listed1(561) 510-2390adviserinfo.sec.gov
Affiliated CapitalCoral GablesNot listedNot listedNot listed1(786) 431-9122adviserinfo.sec.gov
Ajb Capital Managers LLCHollywoodNot listedNot listedNot listed1(212) 380-1495adviserinfo.sec.gov
Alexander Capital Ventures Management, LLCThe VillagesNot listedNot listedNot listed1(212) 687-5650alexandercapitalvm.comadviserinfo.sec.gov
Alsis Funds, LLCMiamiNot listedNot listedNot listed1(305) 507-8984alsisfunds.comadviserinfo.sec.gov
Arbor Partners IncOrlandoNot listedNot listedNot listed1(239) 215-0101adviserinfo.sec.gov
Ascendo Ventures, LLCMiamiNot listedNot listedNot listed1(786) 402-0240ascendo.vcadviserinfo.sec.gov
Astralis CapitalKey BiscayneNot listedNot listedNot listed1(917) 757-5383astraliscapital.comadviserinfo.sec.gov
Avila VC, LLCGolden BeachNot listedNot listedNot listed1(754) 233-0232avila.vcadviserinfo.sec.gov
Bainbridge Capital Management, LLCWellingtonNot listedNot listedNot listed1(561) 333-3669adviserinfo.sec.gov
Banyan Continuation Fund Advisors, LLCMiamiNot listedNot listedNot listed1(305) 755-0376banyaninvestors.comadviserinfo.sec.gov
Beyda, GilMiamiNot listedNot listedNot listed1genacast.comadviserinfo.sec.gov
Black Bear Value Partners, LPBoca RatonNot listedNot listedNot listed1(786) 605-3019blackbearfund.comadviserinfo.sec.gov
Blockchain Investment Group GP, LLCMiami BeachNot listedNot listedNot listed1(917) 288-8000adviserinfo.sec.gov
Bluegrass Capital Partners LPPalm BeachNot listedNot listedNot listed1(212) 218-3580bluegrasslp.comadviserinfo.sec.gov
Bluekey Management, LLCHollywoodNot listedNot listedNot listed1(754) 260-1522adviserinfo.sec.gov
Brothers Management Group, LLCClearwaterNot listedNot listedNot listed1(727) 415-6050adviserinfo.sec.gov
CCM Core IM LLCMiami BeachNot listedNot listedNot listed1(754) 217-7160cocapitalmgmt.comadviserinfo.sec.gov
Cambridge Alpha LLCNaplesNot listedNot listedNot listed1(239) 325-3340cambridge-alpha.comadviserinfo.sec.gov
Canvas Capital Management LLCCoconut GroveNot listedNot listedNot listed1(305) 553-2579canvas-cap.comadviserinfo.sec.gov
Carbyne Capital, LLCMiami BeachNot listedNot listedNot listed1(305) 744-1766carbynecap.comadviserinfo.sec.gov
Casey Capital, LLCSarasotaNot listedNot listedNot listed1(646) 825-4633adviserinfo.sec.gov
Certain Capital Advisors, LLCSt. PetersburgNot listedNot listedNot listed1(704) 909-9439certaincapital.comadviserinfo.sec.gov

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.

$10 of credit on sign-up, no card.

Get the first 200 rows free