RIA Intel›Advisers›Florida›POPE FINANCIAL PLANNING, LLC

POPE FINANCIAL PLANNING, LLC

Advisory

LAKEWOOD RANCH, FL

Data as of Jan 2, 2026 · Source: SEC Form ADV

Rank in FL

#1,431

of 2,610 advisers by AUM

Average account

$314K

across 244 accounts

AUM per adviser

$77M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 2, 2026.

Total AUM

$77M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$77M

Discretionary AUM$77M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients82

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

82 clients

31 high-net-worth

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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