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CARUSO AND COMPANY, P.A., CERTIFIED PUBLIC ACCOUNTANTS

Advisory

DEERFIELD BEACH, FL

Data as of Mar 28, 2026 · Source: SEC Form ADV

Rank in FL
#1,483
of 2,610 advisers by AUM
AUM change, 1 year
+3.8%
44th percentile in FL
AUM CAGR, 3 year
+0.3%
compound annual growth
Average account
$574K
across 119 accounts
AUM per adviser
$68M
1 advisers
Filing history
4
filings since 2010

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM
$68M
1-Year AUM Growth
+3.8%
3-Year CAGR
+0.3%
Employees
4
Assets Under Management
Total AUM$68M
Discretionary AUM$68M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients119
Team
Total Employees4
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record4
First FilingMar 24, 2010
Latest FilingMar 28, 2026
Full AUM trend chart and 4 historical filings spanning 16+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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