RIA Intel›Advisers›Florida›369 FINANCIAL LLC

369 FINANCIAL LLC

Advisory

JACKSONVILLE, FL

Data as of Aug 5, 2026 · Source: SEC Form ADV

Rank in FL
#2,136
of 2,610 advisers by AUM
Average account
$108K
across 114 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 5, 2026.

Total AUM
$12M
Discretionary %
100%
Clients
69
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients69
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CA, FL, MD, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

DIGIOVANNI FINANCIAL GROUP, LLC
$12M
LEFILS WEALTH MANAGEMENT LLC
ORANGE CITY, FL
$12M
FRANKLIN LEGACY FINANCIAL, LLC
$13M
O'TOOLE STRATEGIC INVESTMENTS LLC
LONGWOOD, FL
$12M
CLOUT CAPITAL ADVISORS LLC
MIAMI, FL
$12M
-24.7% 1Y
GLOBAL EXPAT ADVISORS, LLC
MIAMI BEACH, FL
$12M

Get the full picture on 369 FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track 369 FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans