JACKSONVILLE, FLCRD 105801Latest ADV March 23, 2026
Augustine Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Jacksonville, FL. Its latest Form ADV filing, dated March 23, 2026, reports $783M in regulatory assets under management, 8 employees, and 462 accounts.
Assets Under Management
$783M
Employees
8
Offices
--
Total Clients
72
Primary office
JACKSONVILLE, FL
1551 ATLANTIC BLVD, SUITE 301, JACKSONVILLE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 84.7% of total clients.
Top client categories% of clientsClients
1
HNWI
84.7%
61
2
Charitable
11.1%
8
3
Pension Plans
1.4%
1
4
Government
1.4%
1
5
Corporations
1.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$783Mas of March 23, 2026
Discretionary96.4%
$755M
96% of total RAUM96.4%
Non-discretionary3.6%
$28M
4% of total RAUM3.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$783M
Total Accounts462
10Y AUM Change+$544M (+227.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee9:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.