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LONIER FINANCIAL ADVISORY LLC

Advisory

FL

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in FL

#1,799

of 2,610 advisers by AUM

Average account

$572K

across 57 accounts

AUM per adviser

$33M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$33M

Discretionary AUM$32M

Non-Discretionary AUM$442K

Discretionary %98.6%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

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

10 clients

10 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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BARROW INVESTMENT MANAGEMENT INC

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KEATING INVESTMENT MANAGEMENT, LLC

BOYNTON BEACH, FL

$32M

HALYARD FINANCIAL, LLC

$33M

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