RIA Intel›Advisers›Florida›RONALD GELOK & ASSOCIATES, LLC

RONALD GELOK & ASSOCIATES, LLC

Advisory

NAPLES, FL

Data as of May 28, 2026 · Source: SEC Form ADV

Rank in FL

#1,444

of 2,610 advisers by AUM

Average account

$206K

across 362 accounts

AUM per adviser

$12M

6 advisers

Source: SEC Form ADV. Figures as filed May 28, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

11

Assets Under Management

Total AUM$75M

Discretionary AUM$75M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients230

Team

Total Employees11

Investment Advisers6

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NJ, 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

230 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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