RIA Intel›Advisers›Florida›FINANCIAL PRESCRIPTIONS, LLC

FINANCIAL PRESCRIPTIONS, LLC

Advisory

FL

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in FL

#2,129

of 2,610 advisers by AUM

Average account

$582K

across 22 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$0

Non-Discretionary AUM$13M

Discretionary %0%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NC

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

15 clients

7 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.

IRONWOOD CAPITAL MANAGEMENT, LLC

$13M

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$13M

JL PARRISH INVESTMENTS INC.

JACKSONVILLE, FL

$13M

STRATEGIC INVESTMENTS & INSURANCE, LLC

$13M

LADIN FINANCIAL GROUP INC.

CORAL GABLES, FL

$13M

ROBBINS CAPITAL, L.L.C.

$13M

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