Florida Financial Advisors, LLC
● SEC registered since 2023CRD 288811SEC# 801-127276Tampa, FL
Reg. AUM
$456.1M
Employees
667
Accounts
4,295
Location
Tampa, FL
Florida Financial Advisors, LLC assets under management
Florida Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Tampa, FL. The firm has been registered since 2023. It reports $456.1 million in regulatory assets under management and employs 667 people.
Florida Financial Advisors, LLC owners & executives
28 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allyson Mary Mickool Control | Cfo/Ciso | Under 5% | 2019 |
| Florida-Trinity Holdco, LLC Control | Member | Over 75% | 2022 |
| Jason Kurt Mickool Control | President/Ceo | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Florida Financial Advisors, LLC manage?
Florida Financial Advisors, LLC reports $456.1 million in regulatory assets under management on its Form ADV.
How many employees does Florida Financial Advisors, LLC have?
Florida Financial Advisors, LLC reports 667 employees.
Where is Florida Financial Advisors, LLC located?
Florida Financial Advisors, LLC is based in Tampa, FL and has been SEC-registered since 2023.
Does Florida Financial Advisors, LLC disclose fund performance?
Florida Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6550 W Hillsborough Avenue, Suite 130, Tampa, FL 33634 |
| Phone | (813) 333-1683 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2050972 |
| Discloses disciplinary history | No |
Regulatory AUM
$456.1M▲ 44%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$456.1Mregulatory AUM
Discretionary $456.1M