TOBIAS FINANCIAL ADVISORS

Legal name: TOBIAS FINANCIAL ADVISORS, INC.

CRD 104711File 801-33972

APPROVED

Retail clients

Custody

Filing as of Apr 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.19B

Above cohort median (national)

Discretionary AUM

$1.16B

Non-discretionary $28.4M

Clients

383

2,178 accounts

Employees

Top 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: MIRO
Registration date: Feb 27, 1989
Principal office: 1000 S. PINE ISLAND ROAD, SUITE 450, PLANTATION, FL, 33324
Phone: 954-424-1660
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/TOBIAS-FINANCIAL-ADVISORS-INC/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.19B
Discretionary AUM: $1.16B
Non-discretionary AUM: $28.4M
Discretionary accounts: 2,176
Non-discretionary accounts: 2
Total accounts: 2,178
AUM per client: $3.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$52.2M
Charitable organizations	Fewer than 5	$636K
High net worth individuals	232	$1.01B
Pension and profit sharing plans	9	$35.1M
Individuals (other than high net worth individuals)	142	$90.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.