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DAVID LEWIS KARP

Advisory

Data as of May 8, 2026 · Source: SEC Form ADV

Rank in FL

#2,255

of 2,610 advisers by AUM

Average account

$209K

across 34 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed May 8, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

17 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

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

PLAN AHEAD ADVISORS, INC.

WEST PALM BEACH, FL

$7M

S12 GROUP LLC

$7M

LIPTON CAPITAL MANAGEMENT

$7M

MONARCH WEALTH MANAGEMENT LLC

ORLANDO, FL

$7M

S.MART ADVISING INC

TAMPA, FL

$7M

ACE WEALTH MANAGEMENT LLC

$7M

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