Adviser Record

Investment advisers in Saint Augustine, FL

5 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in FL

FirmAssetsEmployeesDisclosures
Quantitative Systematic Strategies LLC$2.83 billion50
Schrum Private Wealth Management, LLC$185.9 million30
Parable Wealth Advisors$176.3 million50
Settian Capital LP$156.5 million30
Dignum Et Justum$010