RIA Intel›Advisers›Florida›TAO FINANCIAL INC.

TAO FINANCIAL INC.

Advisory

FL

Data as of Jun 26, 2026 · Source: SEC Form ADV

Rank in FL

#2,063

of 2,610 advisers by AUM

Average account

$118K

across 133 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 26, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$12M

Non-Discretionary AUM$3M

Discretionary %79.2%

Total Clients92

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, LA, 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

92 clients

10 high-net-worth

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

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