RIA Intel›Advisers›Florida›PETTUS & DAWKINS FINANCIAL GROUP, LLC

PETTUS & DAWKINS FINANCIAL GROUP, LLC

Advisory

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in FL

#2,153

of 2,610 advisers by AUM

Average account

$251K

across 46 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, 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.

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Owners & Officers

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

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Client Demographics

35 clients

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

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

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LIVINGSTON FINANCIAL PLANNING, INC.

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INTRUST ADVISORS, INC.

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