Peninsula Asset Management Inc
● SEC registered since 1982CRD 108600SEC# 801-17065Bradenton, FL
Reg. AUM
$284.1M
Employees
4
Accounts
190
Location
Bradenton, FL
Peninsula Asset Management Inc assets under management
Peninsula Asset Management Inc is an SEC-registered investment adviser based in Bradenton, FL. The firm has been registered since 1982. It reports $284.1 million in regulatory assets under management and employs 4 people.
Peninsula Asset Management Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Scott Miller Control | Senior Vice President & Chief Compliance Officer | 25-50% | 1998 |
| Daniel Robert Chappie Control | Senior Vice President | 25-50% | 2004 |
| William Erastus Middlebrooks Control | President | 25-50% | 1982 |
Frequently asked questions
How much does Peninsula Asset Management Inc manage?
Peninsula Asset Management Inc reports $284.1 million in regulatory assets under management on its Form ADV.
How many employees does Peninsula Asset Management Inc have?
Peninsula Asset Management Inc reports 4 employees.
Where is Peninsula Asset Management Inc located?
Peninsula Asset Management Inc is based in Bradenton, FL and has been SEC-registered since 1982.
Does Peninsula Asset Management Inc disclose fund performance?
Peninsula Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1001 3rd Avenue West, Suite 220, Bradenton, FL 34205 |
| Phone | (941) 748-8680 |
| Fax | (941) 748-2654 |
| Office hours | 9:00 - 5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$284.1M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$284.1Mregulatory AUM
Discretionary $280.4MNon-discretionary $3.7M