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PENINSULA ASSET MANAGEMENT INC
CRD 108600File 801-17065
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$284.1M
Below cohort median (national)
Discretionary AUM
$280.4M
Non-discretionary $3.7M
Clients
185
190 accounts
Employees
4
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 27, 1982
- Principal office
- 1001 3RD AVENUE WEST, SUITE 220, BRADENTON, FL, 34205
- Phone
- (941) 748-8680
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $284.1M
- Discretionary AUM
- $280.4M
- Non-discretionary AUM
- $3.7M
- Discretionary accounts
- 188
- Non-discretionary accounts
- 2
- Total accounts
- 190
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.9M |
| High net worth individuals | 77 | $224.7M |
| Pension and profit sharing plans | Fewer than 5 | $185K |
| Individuals (other than high net worth individuals) | 108 | $54.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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 | 3 | 4 | increased by1 |
| Apr 1, 2026 | Clients | 188 | 185 | decreased by3 |
| Apr 1, 2026 | AUM | $272,016,271 | $284,122,060 | increased by$12,105,789 |
| Apr 1, 2026 | Accounts | 367 | 190 | decreased by177 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 197 | 188 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $290,588,964 | $272,016,271 | decreased by$18,572,693 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 392 | 367 | decreased by25 |
| May 1, 2022 | Clients | 191 | 197 | increased by6 |
| May 1, 2022 | AUM | $254,558,045 | $290,588,964 | increased by$36,030,919 |
| May 1, 2022 | Accounts | 197 | 392 | increased by195 |
| 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 “PENINSULA ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PENINSULA 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.