RIA IntelAdvisersFloridaEIN SOF ADVISORS, LLC

EIN SOF ADVISORS, LLC

Advisory

BOCA RATON, FL

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

Rank in FL
#1,889
of 2,610 advisers by AUM
Average account
$2M
across 18 accounts
AUM per adviser
$27M
1 advisers

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

Total AUM
$27M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$27M
Discretionary AUM$27M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients17
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

Advisers of similar size in FL

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

BANYAN ASSET MANAGEMENT, INC.
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$27M
FINANCIAL SOLUTIONS INTERNATIONAL, LLC
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$27M
EXETER STREET ADVISORS, INC.
EUSTIS, FL
$27M
-2.0% 1Y
THE FINANCIAL WELL, INC.
TAMPA, FL
$27M
-4.3% 1Y
ADVANCED TAX & INVESTMENTS, INC.
ORLANDO, FL
$27M
STADIUM FINANCIAL LLC
$27M

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