RIA Intel›Advisers›Florida›DAVID LURCH LLC

DAVID LURCH LLC

Advisory

Data as of Jun 23, 2026 · Source: SEC Form ADV

Rank in FL

#2,043

of 2,610 advisers by AUM

Average account

$630K

across 27 accounts

AUM per adviser

$17M

1 adviser

Source: SEC Form ADV. Figures as filed Jun 23, 2026.

Total AUM

$17M

Discretionary %

100%

Clients

13

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$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, TX

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

13 clients

13 high-net-worth

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.

LANG ASSET MANAGEMENT, INC.

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PRUDENT FINANCIAL PLANNING LLC

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$17M

INTEGRATED RETIREMENT ADVISORS, LLC

WEST PALM BEACH, FL

$17M

FINANCIAL PLANNING & MANAGEMENT, LLC

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