RIA Intel›Advisers›Florida›PARACCA FINANCIAL GROUP LLC

PARACCA FINANCIAL GROUP LLC

Advisory

OSPREY, FL

Data as of Jun 3, 2026 · Source: SEC Form ADV

Rank in FL

#1,963

of 2,610 advisers by AUM

Average account

$190K

across 117 accounts

AUM per adviser

$7M

3 advisers

Source: SEC Form ADV. Figures as filed Jun 3, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients78

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, FL

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

78 clients

9 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.

LVS ADVISORY LLC

$22M

SOUTH FLORIDA PENSION GROUP, LLC

$22M

BATMAN WEALTH MANAGEMENT, LLC

$22M

PROVIDENCE CAPITAL, LC

MIAMI, FL

$22M

-41.4% 1Y

TRIUMPH PRIVATE WEALTH LLC

ORLANDO, FL

$22M

THOMAS R. NOONAN, INC.

$22M

Get the full picture on PARACCA FINANCIAL GROUP LLC

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

Create a free account →See plans