RIA Intel›Advisers›Florida›LUMINARY FINANCIAL ADVISORS, LLC

LUMINARY FINANCIAL ADVISORS, LLC

Advisory

COCOA BEACH, FL

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in FL
#2,013
of 2,610 advisers by AUM
Average account
$161K
across 117 accounts
AUM per adviser
$19M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM
$19M
Discretionary %
100%
Clients
33
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$19M
Discretionary AUM$19M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients33
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

GREGORY ADVISORS, INC.
TAMPA, FL
$19M
-29.6% 1Y
CURTIS WEALTH MANAGEMENT GROUP, LLC
ST PETERSBURG, FL
$19M
+8.9% 1Y
AZURE FINANCIAL ADVISORS LLC
$19M
DELMAN, GLENN FOSTER
$19M
VALUENGINE CAPITAL MANAGEMENT LLC
MELBOURNE, FL
$19M
CARRACK CAPITAL INC.
$19M

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