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AUGUSTINE ASSET MANAGEMENT INC
CRD 105801File 801-23187
APPROVED
Retail clients
Filing as of Sep 2, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2026 | Clients | 74 | 72 | decreased by2 |
| Apr 1, 2026 | AUM | $660,230,137 | $783,291,351 | increased by$123,061,214 |
| Apr 1, 2026 | Accounts | 411 | 462 | increased by51 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 79 | 74 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $374,763,526 | $660,230,137 | increased by$285,466,611 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 363 | 411 | increased by48 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Clients | 71 | 79 | increased by8 |
| Apr 1, 2022 | AUM | $347,575,898 | $374,763,526 | increased by$27,187,628 |
| Apr 1, 2022 | Accounts | 316 | 363 | increased by47 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AUGUSTINE ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AUGUSTINE ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.