RIA Intel›Advisers›Florida›TRADITION INVESTMENT MANAGEMENT, LLC

TRADITION INVESTMENT MANAGEMENT, LLC

Advisory

FL

Data as of Apr 14, 2026 · Source: SEC Form ADV

Rank in FL
#1,975
of 2,610 advisers by AUM
Average account
$357K
across 60 accounts
AUM per adviser
$11M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 14, 2026.

Total AUM
$21M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$21M
Discretionary AUM$18M
Non-Discretionary AUM$4M
Discretionary %83.2%
Total Clients57
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

BLACK RAVEN INVESTMENTS, LLC
CELEBRATION, FL
$21M
INVESTING FOREVER LLC
$21M
POLLEY WEALTH MANAGEMENT LLC
ORLANDO, FL
$21M
ELAINE KING LLC
CORAL GABLES, FL
$22M
FORTUNA INVESTORS LLC
JUPITER, FL
$21M
LARRY ALLAN FINANCIAL PLANNING SERVICES LLC
$21M

Get the full picture on TRADITION INVESTMENT MANAGEMENT, LLC

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

Create a free account →See plans