Flaharty Asset Management, LLC
● SEC registered since 2013CRD 168495SEC# 801-78437Clearwater, FL
Reg. AUM
$901.6M
Employees
10
Accounts
1,964
Location
Clearwater, FL
Flaharty Asset Management, LLC assets under management
Flaharty Asset Management, LLC is a registered investment adviser overseen by the SEC based in Clearwater, FL. The firm has been registered since 2013. It reports $901.6 million in regulatory assets under management and employs 10 people.
Flaharty Asset Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Flaharty & Associates, LLC Control | Owner, Member | Over 75% | 2013 |
| John Hunter Orr | Chief Investment Officer | 10-25% | 2014 |
| Kamella Lynn Davis Control | Cco | Under 5% | 2025 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Flaharty Asset Management, LLC manage?
Flaharty Asset Management, LLC reports $901.6 million in regulatory assets under management on its Form ADV.
How many employees does Flaharty Asset Management, LLC have?
Flaharty Asset Management, LLC reports 10 employees.
Where is Flaharty Asset Management, LLC located?
Flaharty Asset Management, LLC is based in Clearwater, FL and has been SEC-registered since 2013.
Does Flaharty Asset Management, LLC disclose fund performance?
Flaharty Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 311 Park Place Blvd., Suite 150, Clearwater, FL 33759 |
| Phone | 727-252-1050 |
| Fax | 727-474-3823 |
| Office hours | 8 a.m. To 4:30 p.m. (M-Th); 8 a.m. To 4 p.m. (Fr) |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1697882 |
| Discloses disciplinary history | No |
Regulatory AUM
$901.6M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$901.6Mregulatory AUM
Discretionary $899.4MNon-discretionary $2.2M