AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 34 | $0.0 |
| Average Individual AUM | $512,664 | |
| HNW | 81 | $0.3 |
| Average HNW AUM | $3,630,320 | |
| Retail Total | 115 | $0.3 |
| Average Retail AUM | $2,708,578 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 37% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 31% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 24% | $0.1 |
| Other Pools | 1% | $0.0 |
| Cash | 6% | $0.0 |
| Other | 1% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CAROLYN MCCLANAHAN | JACKSONVILLE | FL | S66|2001-12-31 | CERTIFIED FINANCIAL PLANNER | |||||
| CAMRIE WAGNER | JACKSONVILLE | FL | CERTIFIED FINANCIAL PLANNER | ||||||
| BRETT LOZOWSKI | JACKSONVILLE | FL | S66|2020-03-11 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.3 | $0.0 | 0% | 7 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 7 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.0 | 14% | 6 | 1 | 17% |
| 2023-04-04 | $0.2 | $0.1 | 34% | 4 | 3 | 75% |
| 2022-04-01 | $0.3 | $0.1 | 22% | 5 | 2 | 40% |
| 2021-04-05 | $0.2 | $0.1 | 34% | 4 | 3 | 75% |
| 2020-04-01 | $0.2 | $0.1 | 44% | 4 | 3 | 75% |
| 2019-04-01 | $0.2 | $0.1 | 74% | 5 | 2 | 40% |
| 2018-04-02 | $0.2 | $0.1 | 82% | 5 | 2 | 40% |
| 2017-04-01 | $0.1 | $0.2 | 113% | 4 | 3 | 75% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| FL, CO-02/11/2025, FL-04/11/2016, TX-04/11/2016 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV