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PINELIGHT FINANCIAL PLLC

Advisory

FL

Data as of Aug 10, 2026 · Source: SEC Form ADV

Rank in FL

#1,693

of 2,610 advisers by AUM

Average account

$1M

across 33 accounts

AUM per adviser

$41M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 10, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$41M

Discretionary AUM$35M

Non-Discretionary AUM$6M

Discretionary %85%

Total Clients33

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, IL

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

33 clients

8 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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$41M

SEACOAST ASSET MANAGEMENT, LLC

$42M

FORMATION WEALTH LLC

PONTE VEDRA BEACH, FL

$41M

MORENO CAPITAL LLC

$42M

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