RIA IntelAdvisersFloridaFLICK CONSULTING, LLC

FLICK CONSULTING, LLC

Advisory

ORLANDO, FL

Data as of Aug 7, 2026 · Source: SEC Form ADV

Rank in FL
#1,671
of 2,610 advisers by AUM
Average account
$1M
across 44 accounts
AUM per adviser
$22M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 7, 2026.

Total AUM
$44M
1-Year AUM Growth
3-Year CAGR
Employees
3
Assets Under Management
Total AUM$44M
Discretionary AUM$0
Non-Discretionary AUM$44M
Discretionary %0%
Total Clients15
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)
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.

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+316.8% 1Y
PEAK WEALTH GROUP, LLC
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$45M
MOWELL FINANCIAL GROUP NA CORP
TALLAHASSEE, FL
$44M
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JKM WEALTH MANAGEMENT INC
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$45M
AMERICAN FAMILY LEGACY GROUP
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$45M

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