ALTAMONTE SPRINGS, FLCRD 154279Latest ADV March 24, 2026
401K Generation is an SEC registered investment adviser organized as a corporation with a primary office location in Altamonte Springs, FL. Its latest Form ADV filing, dated March 24, 2026, reports $156M in regulatory assets under management, 35 employees, and 161 accounts.
Assets Under Management
$156M
Employees
35
Offices
--
Total Clients
158
Primary office
ALTAMONTE SPRINGS, FL
237 S WESTMONTE DRIVE, SUITE 300, ALTAMONTE SPRINGS, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 57.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
57.0%
90
2
Individuals
39.9%
63
3
HNWI
3.2%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$156Mas of March 24, 2026
Discretionary54.5%
$85M
55% of total RAUM54.5%
Non-discretionary45.5%
$71M
45% of total RAUM45.5%
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$156M
Total Accounts161
10Y AUM Change+$143M (+1044.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee5:1
10Y Employee Change+21 (+150.0%)
* 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.