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FIVE POINTS INVESTMENT ADVISORS, LLC

Advisory

FL

Data as of Jan 12, 2024 · Source: SEC Form ADV

Rank in FL
#1,701
of 2,610 advisers by AUM
Average account
$754K
across 54 accounts
AUM per adviser
$41M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 12, 2024.

Total AUM
$41M
Discretionary %
100%
Clients
28
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$41M
Discretionary AUM$41M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients28
Team
Total Employees1
Investment Advisers1
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.

MACEDON FINANCIAL MANAGEMENT, LLC
$41M
MONEY PROFESSIONALS, LLC
PENSACOLA, FL
$41M
+13.2% 1Y
SANDPOINTE ASSET MANAGEMENT, LLC
PALM BEACH, FL
$41M
CAMERONDOWNING, INC.
MIAMI, FL
$41M
HARDER MANAGEMENT COMPANY, INC.
$41M
-1.8% 1Y
STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.
TALLAHASSEE, FL
$41M
-0.7% 1Y

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