Jake Carris Financial Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orlando, FL. Its latest Form ADV filing, dated March 4, 2026, reports $110M in regulatory assets under management, 1 employee, and 117 accounts.
Assets Under Management
$110M
Employees
1
Offices
--
Total Clients
115
Primary office
ORLANDO, FL
5401 S. KIRKMAN RD, STE. 215, ORLANDO, FL, United States
Top client segmentIndividuals represent 66.1% of total clients.
Top client categories% of clientsClients
1
Individuals
66.1%
76
2
HNWI
33.9%
39
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$110Mas of March 4, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$110M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$110M
Total Accounts117
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee115:1
10Y Employee Change—
* 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.