RIA Intel›Advisers›Florida›LIBRA INVESTMENT ADVISORS INC

LIBRA INVESTMENT ADVISORS INC

Advisory

FL

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

Rank in FL

#2,467

of 2,610 advisers by AUM

Average account

$600K

across 3 accounts

AUM per adviser

$900K

2 advisers

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

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

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

3 clients

2 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.

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SYNOUVO WEALTH MANAGEMENT, LLC

$2M

TCP INVESTMENTS LLC

$2M

ST PETERSBURG, FL

$2M

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