RIA IntelAdvisersFloridaCARRACK CAPITAL INC.

CARRACK CAPITAL INC.

Advisory

FL

Data as of Jul 27, 2026 · Source: SEC Form ADV

Rank in FL
#2,015
of 2,610 advisers by AUM
Average account
$5M
across 4 accounts
AUM per adviser
$19M
1 advisers

Source: SEC Form ADV. Figures as filed Jul 27, 2026.

Total AUM
$19M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$19M
Discretionary AUM$19M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients4
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

AZURE FINANCIAL ADVISORS LLC
$19M
DAVIES WEALTH MANAGEMENT LLC
STUART, FL
$18M
JONES ADVISORY GROUP LLC
SARASOTA, FL
$18M
-34.5% 1Y
RESOLUTE CAPITAL, LLC
$18M
SOUND FINANCIAL SOLUTIONS LLC
MELBOURNE, FL
$18M
LUMINARY FINANCIAL ADVISORS, LLC
COCOA BEACH, FL
$19M

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