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POUND CAKE HOLDINGS LLC

Advisory

BOCA RATON, FL

Data as of Aug 17, 2026 · Source: SEC Form ADV

Rank in FL
#2,069
of 2,610 advisers by AUM
Average account
$205K
across 76 accounts
AUM per adviser
$8M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM
$16M
Discretionary %
95.8%
Clients
51
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$16M
Discretionary AUM$15M
Non-Discretionary AUM$659K
Discretionary %95.8%
Total Clients51
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

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