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AUGUSTINE ASSET MANAGEMENT INC
CRD 105801File 801-23187
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$783.3M
Above cohort median (national)
Discretionary AUM
$755.4M
Non-discretionary $27.9M
Clients
72
462 accounts
Employees
8
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 5, 1985
- Principal office
- 1551 ATLANTIC BLVD, SUITE 301, JACKSONVILLE, FL, 32207-3369
- Phone
- 904-396-6944
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $783.3M
- Discretionary AUM
- $755.4M
- Non-discretionary AUM
- $27.9M
- Discretionary accounts
- 452
- Non-discretionary accounts
- 10
- Total accounts
- 462
- AUM per client
- $10.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.2M |
| Charitable organizations | 8 | $114.7M |
| High net worth individuals | 61 | $646.1M |
| Pension and profit sharing plans | Fewer than 5 | $2.7M |
| State or municipal government entities | Fewer than 5 | $18.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.