RIA Intel›Advisers›Florida›RICHARD A. STEBBINS

RICHARD A. STEBBINS

Advisory

Data as of Jul 7, 2026 · Source: SEC Form ADV

Rank in FL

#2,122

of 2,610 advisers by AUM

Average account

$655K

across 20 accounts

AUM per adviser

$13M

1 adviser

Source: SEC Form ADV. Figures as filed Jul 7, 2026.

Total AUM

$13M

Discretionary %

100%

Clients

20

Employees

1

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$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMI, TX

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

20 clients

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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REVISION WEALTH MANAGEMENT LLC

GAINESVILLE, FL

$13M

KNIGHT FINANCIAL INVESTMENTS, LLC

$13M

JK PWA LLC

$13M

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