Sdr Investment Management, Inc.
● SEC registered since 2026CRD 108682SEC# 801-134930Longwood, FL
Reg. AUM
$188.6M
Employees
6
Accounts
1,165
Location
Longwood, FL
Sdr Investment Management, Inc. assets under management
Sdr Investment Management, Inc. operates as an SEC-registered investment adviser based in Longwood, FL. The firm has been registered since 2026. It reports $188.6 million in regulatory assets under management and employs 6 people.
Sdr Investment Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lee Anthony Siler Control | President, Chief Compliance Officer | Over 75% | 2003 |
| Patricia Jean Button Control | Secretary | Under 5% | 2003 |
Frequently asked questions
How much does Sdr Investment Management, Inc. manage?
Sdr Investment Management, Inc. reports $188.6 million in regulatory assets under management on its Form ADV.
How many employees does Sdr Investment Management, Inc. have?
Sdr Investment Management, Inc. reports 6 employees.
Where is Sdr Investment Management, Inc. located?
Sdr Investment Management, Inc. is based in Longwood, FL and has been SEC-registered since 2026.
Does Sdr Investment Management, Inc. disclose fund performance?
Sdr Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Crown Oak Centre Drive, Longwood, FL 32750 |
| Phone | 407-831-8002 |
| Fax | 407-831-4101 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$188.6M▲ 12%
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$188.6Mregulatory AUM
Discretionary $7.1MNon-discretionary $181.5M