Peninsula Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Bradenton, FL. Its latest Form ADV filing, dated March 27, 2026, reports $284M in regulatory assets under management, 4 employees, and 190 accounts.
Assets Under Management
$284M
Employees
4
Offices
--
Total Clients
185
Primary office
BRADENTON, FL
1001 3RD AVENUE WEST, SUITE 220, BRADENTON, 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 segmentIndividuals represent 58.4% of total clients.
Top client categories% of clientsClients
1
Individuals
58.4%
108
2
HNWI
41.6%
77
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$284Mas of March 27, 2026
Discretionary98.7%
$280M
99% of total RAUM98.7%
Non-discretionary1.3%
$4M
1% of total RAUM1.3%
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$284M
Total Accounts190
10Y AUM Change+$79M (+38.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee46:1
10Y Employee Change-2 (-33.3%)
* 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.