RIA Intel›Advisers›Florida›YOUR CHOICE FINANCIAL LLC

YOUR CHOICE FINANCIAL LLC

Advisory

FL

Data as of Jun 29, 2026 · Source: SEC Form ADV

Rank in FL
#1,556
of 2,610 advisers by AUM
Average account
$224K
across 259 accounts
AUM per adviser
$10M
6 advisers

Source: SEC Form ADV. Figures as filed Jun 29, 2026.

Total AUM
$58M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
6
Assets Under Management
Total AUM$58M
Discretionary AUM$50M
Non-Discretionary AUM$8M
Discretionary %86.2%
Total Clients140
Team
Total Employees6
Investment Advisers6
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates In8 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

AKAR CAPITAL MANAGEMENT, INC.
PLANTATION, FL
$58M
ALPINE CAPITAL MANAGEMENT, LLC
NAPLES, FL
$58M
-27.5% 1Y
EMA SMA LLC
NAPLES, FL
$58M
RED HILLS CAPITAL, LLC
TALLAHASSEE, FL
$58M
MWM INVESTMENT CONSULTING, LLC
NAPLES, FL
$58M
-1.3% 1Y
MUTUAL TRUST ASSET MGMT., INC.
TAMPA, FL
$58M
0.0% 1Y

Get the full picture on YOUR CHOICE FINANCIAL LLC

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

Create a free account →See plans