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ARNOLD INSURANCE & FINANCIAL SERVICES, LLC

Advisory

COCOA, FL

Data as of Jan 20, 2026 · Source: SEC Form ADV

Rank in FL
#1,591
of 2,610 advisers by AUM
Average account
$231K
across 230 accounts
AUM per adviser
$53M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM
$53M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$53M
Discretionary AUM$53M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients230
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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