RIA Intel›Advisers›Florida›FINANCIAL PLANNING OFFICE OF STEPHEN OVERSTREET, P.A.

FINANCIAL PLANNING OFFICE OF STEPHEN OVERSTREET, P.A.

Advisory

FL

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

Rank in FL

#1,730

of 2,610 advisers by AUM

Average account

$812K

across 48 accounts

AUM per adviser

$39M

1 advisers

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

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$39M

Discretionary AUM$0

Non-Discretionary AUM$39M

Discretionary %0%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

15 clients

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

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

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LONGBOAT KEY FINANCIAL GROUP, LLC

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