RIA Intel›Advisers›Florida›PIP CAPITAL & CONSULTING, LLC

PIP CAPITAL & CONSULTING, LLC

Advisory

FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in FL

#1,844

of 2,610 advisers by AUM

Average account

$485K

across 62 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

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

35 clients

9 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.

RIVERWOOD CAPITAL ADVISORS, LLC

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GEB FINANCIAL SERVICES GROUP, LLC

$30M

KALORAMA WEALTH STRATEGIES, LLC

$30M

SAUNDERS, COOK & SEARLE ASSET MANAGEMENT, CORP.

$30M

NATIONAL ADVISORY SERVICE INC

NORTH PALM BEACH, FL

$30M

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