Florida Financial Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Florida Financial Advisors LLC
CRD #288811
SEC #801-127276
CIK #0002050972
AUM 456.1 M (2026-04-01)
Employees 667 (100% Investors, 61% Brokers)
Phone813-333-1683
Address6550 W Hillsborough Avenue
Tampa, FL 33634
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($M)
50040030020010002010201520212027
In the News
Tue, 21 Jul 2026 Florida Financial Advisors LLC Invests $1.54 Million in Huntington Ingalls Industries, Inc. $HII — MarketBeat
Tue, 21 Jul 2026 11,079 Shares in Enersys $ENS Bought by Florida Financial Advisors LLC — MarketBeat
Tue, 21 Jul 2026 Florida Financial Advisors LLC Makes New $1.67 Million Investment in Hecla Mining Company $HL — MarketBeat
Tue, 21 Jul 2026 Advanced Micro Devices, Inc. $AMD Stock Position Increased by Florida Financial Advisors LLC — MarketBeat
Tue, 21 Jul 2026 Florida Financial Advisors LLC Increases Holdings in Amphenol Corporation $APH — MarketBeat
Sector Form 13F Holdings Value ($M)
Nvidia Corp 11.3
Alphabet Inc 11.0
Microsoft Corp 7.4
Broadcom Inc 7.1
Apple Inc 6.8
Johnson & Johnson 6.0
Wal Mart Stores Inc 4.5
Caterpillar Inc 4.2
Netflix Inc 3.9
Micron Technology Inc 3.9
View All
Holdings by Sector ($M)
4503602701809002024202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 2,975 414.5
(b) Individuals (high net worth individuals) 30 41.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 4,295 456.1
By Discretionary
Discretionary 4,295 456.1
Non-Discretionary 0 0.0
Total 4,295 456.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 456.1
Total 4,295 456.1
EDGAR Form CIK 2011 - 2026
13F-HR [0002050972]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients4,295
ServesInstitutional, Retail
Comparable Firms State AUM
Global Wealth Strategies and Associates LLC
CO 457.0 M
Smith Financial Investment Advisors Inc
IN 456.9 M
Moseley Investment Management Inc
FL 456.8 M
Wealth Advisors of Tampa Bay LLC
FL 456.8 M
Lucas Group Financial Planners Inc
CA 456.5 M
AGH Wealth Advisors LLC
KS 456.3 M
Truenorth Wealth & Impact LLC
MO 456.2 M
LGT Financial Advisors LLC
TX 456.1 M
Cypress Asset Management Inc
TX 455.8 M
Cove Private Wealth LLC
NY 455.5 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com