Targeted Financial Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seminole, FL. Its latest Form ADV filing, dated March 20, 2026, reports $353M in regulatory assets under management, 5 employees, 2 offices, and 788 accounts.
Assets Under Management
$353M
Employees
5
Offices
2 offices
Total Clients
501
Primary office
SEMINOLE, FL
5666 SEMINOLE BLVD, SUITE 146, SEMINOLE, FL, United States
Top client segmentIndividuals represent 71.3% of total clients.
Top client categories% of clientsClients
1
Individuals
71.3%
357
2
HNWI
13.0%
65
3
Pension Plans
9.6%
48
4
Irrevocable Trusts/Estates
4.8%
24
5
Corporations
1.2%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$353Mas of March 20, 2026
Discretionary100.0%
$353M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$353M
Total Accounts788
10Y AUM Change+$166M (+88.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee100:1
10Y Employee Change-1 (-16.7%)
* 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.