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FULL CIRCLE M&C

Advisory

TAMPA, FL

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in FL

#1,747

of 2,610 advisers by AUM

Average account

$132K

across 280 accounts

AUM per adviser

$37M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients100

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, TX

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

100 clients

25 high-net-worth

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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JOHNSON PRIVATE WEALTH MANAGEMENT, LLC

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