RIA Intel›Advisers›Florida›FINANCIAL ANALYTICS, LLC

FINANCIAL ANALYTICS, LLC

Advisory

FL

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in FL

#2,244

of 2,610 advisers by AUM

Average account

$198K

across 39 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$0

Non-Discretionary AUM$8M

Discretionary %0%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

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

See plansIncluded with the Intelligence plan

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

16 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.

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$8M

FINANZ BUTIK CAPITAL MANAGEMENT, LLC

CORAL GABLES, FL

$8M

AZG CAPITAL LLC

$8M

VEST ASSURED, INC.

$8M

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