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Assuredpartners Investment Advisors, LLC

● SEC registered since 2019CRD 309550SEC# 801-117771Tampa, FL
Export (members)
Reg. AUM
$3.88B
Employees
58
Accounts
4,276
Location
Tampa, FL

Assuredpartners Investment Advisors, LLC assets under management

Assuredpartners Investment Advisors, LLC operates as an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2019. It reports $3.9 billion in regulatory assets under management and employs 58 people.

Assuredpartners Investment Advisors, LLC owners & executives

8 reported
NameTitleOwnershipSince
Arthur Floyd Hazen ControlChief Executive OfficerUnder 5%2025
Assuredpartners Capital, Inc. ControlSole MemberOver 75%2019
Colleen N/A Keefe ControlChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Assuredpartners Investment Advisors, LLC manage?

Assuredpartners Investment Advisors, LLC reports $3.9 billion in regulatory assets under management on its Form ADV.

How many employees does Assuredpartners Investment Advisors, LLC have?

Assuredpartners Investment Advisors, LLC reports 58 employees.

Where is Assuredpartners Investment Advisors, LLC located?

Assuredpartners Investment Advisors, LLC is based in Tampa, FL and has been SEC-registered since 2019.

Does Assuredpartners Investment Advisors, LLC disclose fund performance?

Assuredpartners Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4600 W. Cypress Street, Suite 405, Tampa, FL 33607
Phone407-708-0050
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$3.88B▲ 2067%
Jan '25 — $179MFeb '25 — $179MMar '25 — $3.25BApr '25 — $3.25BMay '25 — $3.25BJun '25 — $3.25BJul '25 — $3.25BAug '25 — $3.25BSep '25 — $3.25BOct '25 — $3.25BNov '25 — $3.25BDec '25 — $3.25BJan '26 — $3.25BFeb '26 — $3.88BMar '26 — $3.88BApr '26 — $3.88BMay '26 — $3.88BJun '26 — $3.88B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers

Assets under management

$3.88Bregulatory AUM
Discretionary $3.88B