New investment advisers in Florida
Adviser registrations that became effective in the last 45 days for firms whose main office is in Florida: SEC-registered, SEC 120-day, exempt reporting and state-registered. Scored for compliance consultants, custodians, archiving, cyber, E&O and RIA software.
New exempt reporting adviser · 146New SEC-registered adviser · 94New SEC adviser (120-day rule) · 94New state-registered adviser · 312
16 registrations effective in the last 45 days matching your filters · page 1 of 1
| Score | Effective ↓ | Firm | Registration | Location | Employees | RAUM | Flags | Contact | Source |
|---|---|---|---|---|---|---|---|---|---|
| 43 | 2026-10-23 | MAR ACROSS MANAGEMENT LLC CRD 340175 · 802-137778 | New state-registered adviser | Miami, FL | — | — | Advises private funds | subscribers | IAPD |
| 40 | 2026-10-23 | STONEMARCC CAPITAL MANAGEMENT LLC CRD 345237 · 802-137781 | New state-registered adviser | Saint Petersburg, FL | — | — | Advises private fundsNo website listed | subscribers | IAPD |
| 32 | 2026-10-23 | VESTED WEALTH CRD 342286 | New state-registered adviser | Hallandale Beach, FL | 3 | $0 | No RAUM yetNo website listedHas custody | subscribers | IAPD |
| 32 | 2026-10-22 | MANSION WEALTH CRD 343804 | New state-registered adviser | Tampa, FL | 1 | $0 | No RAUM yetNo website listedHas custody | subscribers | IAPD |
| 43 | 2026-10-21 | VERIX EQUITY PARTNERS CRD 341406 · 802-137768 | New state-registered adviser | Boca Raton, FL | — | — | Advises private funds | subscribers | IAPD |
| 43 | 2026-10-15 | OCEANS EQUITY CRD 344988 · 802-137726 | New state-registered adviser | Miami, FL | — | — | Advises private funds | subscribers | IAPD |
| 43 | 2026-10-15 | CLAY POINT INVESTORS CRD 339911 · 802-137719 | New state-registered adviser | Hobe Sound, FL | — | — | Advises private funds | subscribers | IAPD |
| 43 | 2026-10-12 | DECORUS IMPERIUM CRD 345016 | New state-registered adviser | Pompano Beach, FL | — | — | Advises private funds | subscribers | IAPD |
| 35 | 2026-10-05 | PINK STREETS FINANCIAL PLANNING, LLC CRD 344485 | New state-registered adviser | St. Petersburg, FL | 2 | — | subscribers | IAPD | |
| 43 | 2026-10-02 | PERIGON CRD 344829 · 802-137650 | New state-registered adviser | Miami, FL | — | — | Advises private funds | subscribers | IAPD |
| 43 | 2026-09-30 | NEIL JESANI ASSET MANAGEMENT, LLC CRD 344572 · 802-137623 | New state-registered adviser | Sunrise, FL | — | — | Advises private funds | subscribers | IAPD |
| 32 | 2026-09-29 | HALE WEALTH MANAGEMENT, LLC CRD 343250 | New state-registered adviser | Pensacola, FL | 1 | $0 | No RAUM yetNo website listedHas custody | subscribers | IAPD |
| 35 | 2026-09-25 | ANDROMEDA WEALTH LLC CRD 343233 | New state-registered adviser | Miami, FL | 1 | $0 | No RAUM yetHas custody | subscribers | IAPD |
| 35 | 2026-09-23 | GRAYSBROOK PRIVATE WEALTH CRD 341499 | New state-registered adviser | Palm Beach Gardens, FL | 1 | $0 | No RAUM yetHas custody | subscribers | IAPD |
| 43 | 2026-09-09 | 21J CAPITAL MANAGEMENT, LLC CRD 343387 | New state-registered adviser | Miami, FL | — | — | Advises private funds | subscribers | IAPD |
| 41 | 2026-09-09 | LAT WEALTH FINANCIAL ADVISORS CRD 342454 | New state-registered adviser | Clearwater, FL | 10 | $0 | No RAUM yet10+ employeesHas custody | subscribers | IAPD |
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