RIA Intel›Advisers›Florida›FIRST DOWN FINANCIAL, INC.

FIRST DOWN FINANCIAL, INC.

Advisory

OVIEDO, FL

Data as of Apr 30, 2026 · Source: SEC Form ADV

Rank in FL

#1,562

of 2,610 advisers by AUM

Average account

$1M

across 52 accounts

AUM per adviser

$29M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 30, 2026.

Total AUM

$57M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

10

Assets Under Management

Total AUM$57M

Discretionary AUM$57M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients52

Team

Total Employees10

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, FL, OH

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

52 clients

52 high-net-worth

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

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