RIA Intel›Advisers›Florida›STRONGHOLD INVESTMENT MANAGEMENT LLC

STRONGHOLD INVESTMENT MANAGEMENT LLC

Advisory

Data as of Feb 19, 2026 · Source: SEC Form ADV

Rank in FL

#2,526

of 2,610 advisers by AUM

Average account

$88K

across 8 accounts

AUM per adviser

$706K

1 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$706K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$706K

Discretionary AUM$706K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NY

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.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

3 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

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

GRAY COLT FINANCIAL PLANNING LLC

$700K

MAXIMIZE FINANCIAL SERVICES, INC

MIAMI, FL

$700K

PINDER FINANCIAL, LLC

JUPITER, FL

$700K

BIG BLUE INVESTORS, LLC

$675K

ARKSTONE WEALTH ADVISORS LLC

$745K

FRO-TIME 4 LLC

$770K

Get the full picture on STRONGHOLD INVESTMENT MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track STRONGHOLD INVESTMENT MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans