RIA Intel›Advisers›Florida›SAT FINANCIAL ADVISORS INC.

SAT FINANCIAL ADVISORS INC.

Advisory

FL

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

Rank in FL

#2,152

of 2,610 advisers by AUM

Average account

$2M

across 6 accounts

AUM per adviser

$12M

1 advisers

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

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

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

6 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.

LIVINGSTON FINANCIAL PLANNING, INC.

SANTA ROSA BEACH, FL

$12M

PETTUS & DAWKINS FINANCIAL GROUP, LLC

$12M

PARKER FINANCIAL PLANNING, LLC.

$12M

THEMONEYMD.COM, LLC

$12M

MERIT INVESTMENT SOLUTIONS, INC.

$12M

LEVEL UP WEALTH MANAGEMENT LLC

$11M

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