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
46 registrations effective in the last 45 days matching your filters · page 1 of 1
| Score | Effective ↓ | Firm | Registration | Location | Employees | RAUM | Flags | Contact | Source |
|---|---|---|---|---|---|---|---|---|---|
| 74 | 2026-10-23 | COOLABAH CAPITAL INVESTMENTS (USA) INC CRD 336841 · 801-137510 | New SEC-registered adviser | Miami, FL | 6 | $65M | Advises private fundsPerformance fees | subscribers | IAPD |
| 65 | 2026-10-23 | NOSTRADAMUS SOLUTIONS LLC CRD 344458 · 801-137580 | New SEC adviser (120-day rule) | Miami, FL | 1 | $0 | 120-day rule (must reach $100M RAUM)No RAUM yet | subscribers | IAPD |
| 49 | 2026-10-23 | MAR ACROSS MANAGEMENT LLC CRD 340175 · 802-137778 | New exempt reporting adviser | Miami, FL | — | — | Advises private fundsVenture capital adviser | subscribers | IAPD |
| 46 | 2026-10-23 | STONEMARCC CAPITAL MANAGEMENT LLC CRD 345237 · 802-137781 | New exempt reporting adviser | Saint Petersburg, FL | — | — | Advises private fundsNo website listed | subscribers | IAPD |
| 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 |
| 62 | 2026-10-22 | BLUE ORCA SECURITIES CRD 344606 · 801-137556 | New SEC adviser (120-day rule) | North Palm Beach, FL | 1 | $0 | 120-day rule (must reach $100M RAUM)No RAUM yetNo website listed | 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 |
| 49 | 2026-10-21 | VERIX EQUITY PARTNERS CRD 341406 · 802-137768 | New exempt reporting adviser | Boca Raton, FL | — | — | Advises private funds | 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 |
| 73 | 2026-10-20 | MIURA INVESTMENT ADVISORS, INC CRD 283148 · 801-133970 | New SEC-registered adviser | Miami, FL | 6 | $392M | Broker-dealer affiliateNo website listedHas custody+1 | subscribers | IAPD |
| 66 | 2026-10-19 | C2C PRIVATE WEALTH, LLC CRD 343915 · 801-137363 | New SEC adviser (120-day rule) | Miami, FL | 2 | $0 | 120-day rule (must reach $100M RAUM)No RAUM yetNo website listed+1 | subscribers | IAPD |
| 65 | 2026-10-16 | FOUR PILLARS FINANCIAL PLANNING GROUP, LLC CRD 343979 · 801-137547 | New SEC adviser (120-day rule) | Nokomis, FL | 9 | $0 | 120-day rule (must reach $100M RAUM)No RAUM yetNo website listed | subscribers | IAPD |
| 49 | 2026-10-15 | CLAY POINT INVESTORS CRD 339911 · 802-137719 | New exempt reporting adviser | Hobe Sound, FL | — | — | Advises private funds | subscribers | IAPD |
| 49 | 2026-10-15 | OCEANS EQUITY CRD 344988 · 802-137726 | New exempt reporting adviser | Miami, 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 |
| 63 | 2026-10-14 | SAUL FUNDS MANAGEMENT LLC CRD 343912 · 801-137513 | New SEC-registered adviser | Miami, FL | 1 | $3M | Advises private fundsNo website listedHas custody+1 | subscribers | IAPD |
| 82 | 2026-10-13 | ACCIAL CAPITAL MANAGEMENT LLC CRD 305587 · 801-136883 | New SEC-registered adviser | Miami, FL | 21 | $164M | Advises private funds10+ employeesHas custody+1 | subscribers | IAPD |
| 43 | 2026-10-12 | DECORUS IMPERIUM CRD 345016 | New state-registered adviser | Pompano Beach, FL | — | — | Advises private funds | subscribers | IAPD |
| 54 | 2026-10-08 | GLIDEPATH ADVISORS, LLC CRD 344647 · 802-137678 | New exempt reporting adviser | Opa-Locka, FL | — | — | Advises private fundsBroker-dealer affiliate | subscribers | IAPD |
| 75 | 2026-10-05 | LATIGO PEAK PARTNERS, LLC CRD 344428 · 801-137451 | New SEC adviser (120-day rule) | Palm Beach Gardens, FL | 10 | $0 | 120-day rule (must reach $100M RAUM)No RAUM yet10+ employees+1 | subscribers | IAPD |
| 35 | 2026-10-05 | PINK STREETS FINANCIAL PLANNING, LLC CRD 344485 | New state-registered adviser | St. Petersburg, FL | 2 | — | subscribers | IAPD | |
| 49 | 2026-10-02 | PERIGON CRD 344829 · 802-137650 | New exempt reporting adviser | Miami, FL | — | — | Advises private funds | subscribers | IAPD |
| 43 | 2026-10-02 | PERIGON CRD 344829 · 802-137650 | New state-registered adviser | Miami, FL | — | — | Advises private funds | subscribers | IAPD |
| 68 | 2026-10-01 | NEXTREG ADVISORS LLC CRD 344045 · 801-137406 | New SEC adviser (120-day rule) | Miami, FL | 5 | $0 | 120-day rule (must reach $100M RAUM)No RAUM yet | subscribers | IAPD |
| 49 | 2026-09-30 | NEIL JESANI ASSET MANAGEMENT, LLC CRD 344572 · 802-137623 | New exempt reporting adviser | Sunrise, 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 |
| 46 | 2026-09-29 | VISCONTI INDUSTRIES INCORPORATED® CRD 344778 · 802-137618 | New exempt reporting adviser | Coconut Grove, FL | — | — | Advises private fundsNo website listed | 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 |
| 46 | 2026-09-28 | ABBAEI MANAGER LLC CRD 344811 · 802-137601 | New exempt reporting adviser | Naples, FL | — | — | Advises private fundsNo website listedVenture capital adviser | subscribers | IAPD |
| 46 | 2026-09-28 | UCPUS, INC. CRD 343190 · 802-137607 | New exempt reporting adviser | Miami, FL | — | — | Advises private fundsNo website listed | 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 |
| 67 | 2026-09-23 | ARK CAPITAL INVESTMENTS LLC CRD 343735 · 801-137360 | New SEC-registered adviser | St Petersburg, FL | 5 | — | Broker-dealer affiliateNo website listedNotice-filed in 5+ states+1 | 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 |
| 65 | 2026-09-22 | FORTUNA PRIVATE WEALTH MANAGEMENT CORP. CRD 343722 · 801-137148 | New SEC adviser (120-day rule) | Miami, FL | 2 | — | 120-day rule (must reach $100M RAUM) | subscribers | IAPD |
| 69 | 2026-09-16 | OPIMA CAPITAL MANAGEMENT, LLC CRD 343836 · 801-137315 | New SEC adviser (120-day rule) | Ocoee, FL | 1 | $0 | 120-day rule (must reach $100M RAUM)No RAUM yetNotice-filed in 5+ states | subscribers | IAPD |
| 65 | 2026-09-16 | TRAVER FINANCIAL CONSULTING NETWORK PA CRD 139459 · 801-137309 | New SEC-registered adviser | Lakewood Ranch, FL | 2 | $122M | No website listedHas custody | subscribers | IAPD |
| 64 | 2026-09-15 | MFO HEALTHCARE PARTNERS CRD 343613 · 801-137301 | New SEC-registered adviser | Boca Raton, FL | 10 | — | 10+ employeesPerformance fees | subscribers | IAPD |
| 49 | 2026-09-15 | MARE LIBERUM CAPITAL PARTNERS, LLC CRD 343026 · 802-137533 | New exempt reporting adviser | Coral Gables, FL | — | — | Advises private fundsVenture capital adviser | subscribers | IAPD |
| 62 | 2026-09-14 | DAN THORNSBERRY CAPITAL ADVISORS, LLC CRD 343946 · 801-137287 | New SEC adviser (120-day rule) | Belleair Beach, FL | 1 | $0 | 120-day rule (must reach $100M RAUM)No RAUM yetNo website listed | subscribers | IAPD |
| 65 | 2026-09-11 | BOARDWALK INVESTMENT GROUP LP CRD 342867 · 801-137272 | New SEC adviser (120-day rule) | Miami, FL | 3 | — | 120-day rule (must reach $100M RAUM)Performance fees | subscribers | IAPD |
| 71 | 2026-09-09 | ALIGNED WEALTH ADVISORS, LLC CRD 343143 · 801-137229 | New SEC adviser (120-day rule) | Miami, FL | 15 | $0 | 120-day rule (must reach $100M RAUM)No RAUM yet10+ employees | 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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