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PAR5 ADVISORS LLC

Advisory

MIAMI, FL

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

Rank in FL
#2,062
of 2,610 advisers by AUM
Average account
$546K
across 29 accounts
AUM per adviser
$5M
3 advisers

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

Total AUM
$16M
Discretionary %
0%
Clients
29
Employees
4

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$16M
Discretionary AUM$0
Non-Discretionary AUM$16M
Discretionary %0%
Total Clients29
Team
Total Employees4
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

CAPITAL ASSETS INVESTMENT MANAGEMENT INC
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$16M
THE ART AND SCIENCE OF SUCCESSFUL PLANNING INC
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$16M
WELCH & ASSOCIATES, INC.
SARASOTA, FL
$16M
-37.2% 1Y
JACKSON PRIVATE WEALTH MANAGEMENT, INC.
COCOA, FL
$16M

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