RIA Intel›Advisers›Florida›O'TOOLE STRATEGIC INVESTMENTS LLC

O'TOOLE STRATEGIC INVESTMENTS LLC

Advisory

LONGWOOD, FL

Data as of May 13, 2026 · Source: SEC Form ADV

Rank in FL
#2,137
of 2,610 advisers by AUM
Average account
$163K
across 74 accounts
AUM per adviser
$6M
2 advisers

Source: SEC Form ADV. Figures as filed May 13, 2026.

Total AUM
$12M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$12M
Discretionary AUM$0
Non-Discretionary AUM$12M
Discretionary %0%
Total Clients56
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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