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FLORIDA FINANCIAL ADVISORS, LLC
CRD 288811File 801-127276
APPROVED
Retail clients
Disclosure events
Filing as of Aug 6, 2026
Feed vintage Aug 17, 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
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
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.