AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.4 |
| Non-Discretionary | $0.0 |
| Total | $0.4 |
| Client | AUM |
|---|---|
| Retail | $0.4 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 700 | $0.1 |
| Average Individual AUM | $181,070 | |
| HNW | 104 | $0.2 |
| Average HNW AUM | $2,229,598 | |
| Retail Total | 804 | $0.4 |
| Average Retail AUM | $446,054 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.4 |
| Retail SMA AUM | $0.4 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 77% | $0.3 |
| Equity Non-Exch | 2% | $0.0 |
| Govt Agency | 6% | $0.0 |
| Municipal | 2% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 2% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 1% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 7% | $0.0 |
| Other | 3% | $0.0 |
| Total | 100% | $0.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
5 active
| Name | Title |
|---|---|
| EVANS, ANDREW, JOHN | CEO, PRESIDENT, CCO |
| MARSICO, CHRISTOPHER, JOSEPH | MEMBER |
| SZEKLINSKI, JENNIFER, LYNN | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES |
| RENNER, KELLY, T | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES |
| RENNER, JASON, LEE | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES |
ADVDB.CO • SOURCE: SEC
13 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ROBERT KOCH | MELBOURNE | FL | S63|2012-12-03|S65|2012-11-13 | ||||||
| KELLY RENNER | MELBOURNE | FL | S63|2002-05-08|S65|2007-04-09 | CERTIFIED FINANCIAL PLANNER | |||||
| ANN ULTSCH | MELBOURNE | FL | |||||||
| ELIZABETH MILLER | MELBOURNE | FL | S66|2023-01-25 | ||||||
| JENNIFER SZEKLINSKI | MELBOURNE | FL | S63|2011-12-07|S65|2011-12-02 | ||||||
| CHRISTOPHER MARSICO | MELBOURNE | FL | S63|2007-02-13|S65|2013-01-08 | ||||||
| BRIANA D'ESPOSITO | MELBOURNE | FL | S63|2021-06-11|S66|2023-12-21 | ||||||
| STEPHEN FLORIO | MELBOURNE | FL | S63|1983-10-13|S66|2006-02-13 | ||||||
| SCOTT BLACKLEY | MELBOURNE | FL | S65|2015-03-10|S63|2011-12-21 | ||||||
| MELISSA REAKTENWALT | MELBOURNE | FL | S66|2008-12-01 | ||||||
| JASON RENNER | MELBOURNE | FL | S63|2011-11-19|S65|2015-05-02 | ||||||
| TANNER BRANAM | MELBOURNE | FL | S63|2006-03-04|S65|2007-11-13 | CERTIFIED FINANCIAL PLANNER | |||||
| ANDREW EVANS | MELBOURNE | FL | S66|2004-07-09 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.4 | $0.0 | 0% | 4 | 0 | 0% |
| 2025-04-21 | $0.4 | $0.0 | 0% | 4 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.3 | 234% | 8 | -4 | -50% |
| 2023-04-04 | $0.0 | $0.0 | 0% | 1 | 3 | 300% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| FL, AZ-04/16/2024, CA-01/10/2024, CO-08/16/2024, CT-04/04/2025, DC-04/16/2024, DE-08/16/2024, FL-02/24/2023, GA-12/05/2023, ID-04/16/2024, IL-04/16/2024, IN-11/26/2024, LA-04/16/2024, MA-08/16/2024, MD-12/05/2023, MI-12/05/2023, MO-04/04/2025, NC-12/05/2023, NH-09/26/2024, NJ-08/16/2024, NM-08/16/2024, NY-04/16/2024, OH-06/26/2024, OR-08/16/2024, PA-02/24/2023, SC-12/05/2023, TX-12/05/2023, VA-02/23/2024, WA-08/16/2024, WI-10/27/2023, WV-10/27/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV