TOAMS FINANCIAL
Jacksonville, FL
AUM
$108.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(904) 733-5321
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
50 advisers found
STILLBLUE FINANCIAL PARTNERS, LLC
Jacksonville, FL
AUM
$107.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(904) 296-9636
SCHAFFER & COMPANY ASSET MANAGEMENT, INC.
Jacksonville, FL
AUM
$90.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
585-563-8626
FARMAND INVESTMENT SERVICES, INC.
Jacksonville, FL
AUM
$28.5M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; INITIAL PORTFOLIO SET-UP FEES
904-396-6838
D2 CAPITAL MANAGEMENT
Jacksonville, FL
AUM
$24.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-248-9871
HERITAGE FINANCIAL ADVISORY, LLC
Jacksonville, FL
AUM
$19.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
904-528-7777
MASH FINANCIAL PLANNING
Jacksonville, FL
AUM
$13.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
904-449-7600
JLP INVESTMENTS
Jacksonville, FL
AUM
$12.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
904-634-7780
369 FINANCIAL LLC
Jacksonville, FL
AUM
$12.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
9047469485
WOMAN TO WOMAN FINANCIAL
Jacksonville, FL
AUM
$6.6M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
904-753-5250
BRINKMERE CAPITAL MANAGEMENT I, LP
Jacksonville, FL
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
904-437-4560
FRENCH CAPITAL MANAGEMENT, LLC
Jacksonville, FL
AUM
$0
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
9044798843
KRUMBEIN LAW PLLC
Jacksonville, FL
AUM
—
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
407-800-7589
SLIGHT EDGE WEALTH STRATEGIES, LLC
Jacksonville, FL
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-483-0746
THE DRISCOLL GROUP, INC.
Jacksonville, FL
AUM
—
Financial PlanningFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
904-620-9993
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC.
Jacksonville, FL
AUM
$151.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
904-470-0102
Full profileNo website
DOXARA CAPITAL LP
Jacksonville, FL
AUM
$125.0M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-589-3350
Full profileNo website
OMNITRUST WEALTH MANAGEMENT, INC.
Jacksonville, FL
AUM
$107.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
904-619-4351
Full profileNo website
FORREST INVESTMENT MANAGEMENT, INC.
Jacksonville, FL
AUM
$85.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
904-903-5567
Full profileNo website
CAPITAL ASSET ADVISORY, INC.
Jacksonville, FL
AUM
$60.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-997-1221
Full profileNo website
BULL & BEAR CAPITAL ADVISORS, LLC
Jacksonville, FL
AUM
$317K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-363-3600
Full profileNo website
KABAT ADVISORY GROUP, LLC
Jacksonville, FL
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Hourly charges · Fixed fees +1 more
800-322-3513
Full profileNo website