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| Tobias Financial Advisors Inc
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|---|---|
| CRD # | 104711 |
| SEC # | 801-33972 |
| CIK # | 0001802080 |
| AUM | 1.2 B (2026-04-07) |
| Employees | 26 (35% Investors, 0% Brokers) |
| Phone | 954-424-1660 |
| Address | 1000 S Pine Island Road Plantation, FL 33324 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.2 | ||
| Global MOFY Metaverse Ltd | 4.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 90.7 |
| (b) Individuals (high net worth individuals) | 232 | 1,012.5 |
| (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 | 9 | 35.1 |
| (h) Charitable organizations | 0 | 0.6 |
| (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 | 52.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,178 | 1,191.1 |
| By Discretionary | ||
| Discretionary | 2,176 | 1,162.7 |
| Non-Discretionary | 2 | 28.4 |
| Total | 2,178 | 1,191.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 69.6 | |
| United States Persons | 1,121.5 | |
| Total | 2,178 | 1,191.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802080] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 4 (1 non-US) |
| Serves | Retail |
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|---|---|---|
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