Ffo Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 17, 2026, reports $207M in regulatory assets under management, 5 employees, and 160 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
160
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$207Mas of March 17, 2026
Discretionary17.6%
$37M
18% of total RAUM17.6%
Non-discretionary82.4%
$171M
82% of total RAUM82.4%
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$207M
Total Accounts160
10Y AUM Change+$207M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee32:1
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.