RIA Intel›Advisers›Florida›LIPTON CAPITAL MANAGEMENT

LIPTON CAPITAL MANAGEMENT

Advisory

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in FL

#2,258

of 2,610 advisers by AUM

Average account

$469K

across 15 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

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

15 clients

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.

S12 GROUP LLC

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S.MART ADVISING INC

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$7M

PLAN AHEAD ADVISORS, INC.

WEST PALM BEACH, FL

$7M

DAVID LEWIS KARP

$7M

BECKHAM FINANCIAL, LLC

$7M

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