Successful Portfolios LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clearwater, FL. Its latest Form ADV filing, dated March 27, 2026, reports $282M in regulatory assets under management, 3 employees, and 584 accounts.
Assets Under Management
$282M
Employees
3
Offices
--
Total Clients
206
Primary office
CLEARWATER, FL
611 DRUID ROAD EAST, SUITE 407, CLEARWATER, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.2% of total clients.
Top client categories% of clientsClients
1
Individuals
94.2%
194
2
HNWI
4.9%
10
3
Pooled Investment Vehicles
1.0%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$282Mas of March 27, 2026
Discretionary92.0%
$259M
92% of total RAUM92.0%
Non-discretionary8.0%
$22M
8% of total RAUM8.0%
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.
Total AUM$282M
Total Accounts584
10Y AUM Change+$133M (+89.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee69:1
10Y Employee Change0 (0.0%)
* 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.