RIA Intel›Advisers›Florida›METHODICA INVESTMENT MANAGEMENT LLC

METHODICA INVESTMENT MANAGEMENT LLC

Advisory

Data as of Feb 9, 2026 · Source: SEC Form ADV

Rank in FL

#1,871

of 2,610 advisers by AUM

Average account

$368K

across 77 accounts

AUM per adviser

$28M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM

$28M

Discretionary %

100%

Clients

72

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$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients72

Team

Total Employees1

Investment Advisers1

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

72 clients

5 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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VON STEEN ASSET MANAGEMENT INC

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WILLIAM MCDAVID & CO., PA

GAINESVILLE, FL

$28M

FIRST FINANCIAL ADVISORS, LLC

SAINT AUGUSTINE, FL

$28M

+0.7% 1Y

HIGH SPEED ALLIANCE LLC

$28M

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