RIA IntelAdvisersFloridaSAUNDERS, COOK & SEARLE ASSET MANAGEMENT, CORP.

SAUNDERS, COOK & SEARLE ASSET MANAGEMENT, CORP.

Advisory

LUTZ, FL

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in FL
#1,840
of 2,610 advisers by AUM
Average account
$451K
across 67 accounts
AUM per adviser
$15M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM
$30M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients67
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InAL, FL, TN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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