Florida Atlantic Securities Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in Miami, FL. Its latest Form ADV filing, dated July 22, 2026, reports $590M in regulatory assets under management, 4 employees, and 74 accounts.
Assets Under Management
$590M
Employees
4
Offices
--
Total Clients
50
Primary office
MIAMI, FL
9130 SOUTH DADELAND BLVD., SUITE 1600, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked Sep 12, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 46.0% of total clients.
Top client categories% of clientsClients
1
Individuals
46.0%
23
2
HNWI
42.0%
21
3
Charitable
10.0%
5
4
Pooled Investment Vehicles
2.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$590Mas of July 22, 2026
Discretionary100.0%
$590M
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.
Total AUM$590M
Total Accounts74
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee13:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.