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FLORIDA ATLANTIC SECURITIES CORP.

CRD 43272File 801-136968
APPROVED
Retail clients
Custody
Filing as of Jul 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$590.0M
Above cohort median (national)
Discretionary AUM
$590.0M
Clients
50
74 accounts
Employees
4
Above cohort median in FL

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
MIRO
Registration date
Aug 5, 2026
Principal office
9130 SOUTH DADELAND BLVD., SUITE 1600, MIAMI, FL, 33156
Phone
305-670-9250

Assets & accounts

ADV Item 5F
Total regulatory AUM
$590.0M
Discretionary AUM
$590.0M
Non-discretionary AUM
$0
Discretionary accounts
74
Non-discretionary accounts
0
Total accounts
74
AUM per client
$11.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations5$386.5M
High net worth individuals21$178.6M
Pooled investment vehicles1$6.2M
Individuals (other than high net worth individuals)23$18.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)A PERCENTAGE UNDER ASSETS UNDER ADVISEMENT
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.