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FLORIDA FINANCIAL ADVISORS, LLC
CRD 288811File 801-127276
APPROVED
Retail clients
Disclosure events
Filing as of Sep 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$456.1M
Above cohort median (national)
Discretionary AUM
$456.1M
Clients
3,005
4,295 accounts
Employees
667
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 3, 2023
- Principal office
- 6550 W HILLSBOROUGH AVENUE, SUITE 130, TAMPA, FL, 33634
- Phone
- (813) 333-1683
- Website
- HTTP://WWW.FLORIDAFA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $456.1M
- Discretionary AUM
- $456.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,295
- Non-discretionary accounts
- 0
- Total accounts
- 4,295
- AUM per client
- $152K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 30 | $41.6M |
| Individuals (other than high net worth individuals) | 2,975 | $414.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — 2% OF NET WORTH OR ASSETS FOR FINANCIAL PLANNING CLIENTS
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Employees | 465 | 667 | increased by202 |
| Apr 1, 2026 | Clients | 1,755 | 3,005 | increased by1,250 |
| Apr 1, 2026 | AUM | $317,826,011 | $456,133,125 | increased by$138,307,114 |
| Apr 1, 2026 | Accounts | 1,769 | 4,295 | increased by2,526 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FLORIDA FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FLORIDA FINANCIAL” 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.