RIA Intel›Advisers›Florida›MARKETSTRATS, LLC

MARKETSTRATS, LLC

Advisory

FL

Data as of Aug 14, 2026 · Source: SEC Form ADV

Rank in FL

#1,596

of 2,610 advisers by AUM

Average account

$176K

across 297 accounts

AUM per adviser

$52M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM

$52M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$52M

Discretionary AUM$52M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients75

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MI, TX

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.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

75 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

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

FIVENCA ASSET MANAGEMENT LLC

$52M

TOURADJI CAPITAL MANAGEMENT LP

$52M

JURICK FINANCIAL SERVICES

$52M

COLLINS CAPITAL MANAGEMENT, INC.

JACKSONVILLE, FL

$53M

WEBULL ADVISORS LLC

ST PETERSBURG, FL

$53M

VANQUISH ADVISORS LLC

DELRAY BEACH, FL

$52M

Get the full picture on MARKETSTRATS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MARKETSTRATS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans