{ "path": "/advisors/fl/jacksonville/for-businesses", "url": "https://advisorcensus.com/advisors/fl/jacksonville/for-businesses", "page_type": "metro_answer", "title": "Financial advisors for businesses in Jacksonville, FL", "filters": {}, "scope_total": 29, "faq": [ { "q": "Which financial advisors in Jacksonville, FL work with businesses?", "a": "29 investment advisory firms with a principal office in the Jacksonville metro area report businesses among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "q": "How many financial advisory firms are there in Jacksonville, FL?", "a": "AdvisorCensus lists 111 investment advisory firms with a principal office in the Jacksonville metro area, from Form ADV filings as of October 2026: 62 SEC-registered, 43 state-registered, and 6 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Jacksonville, FL?", "a": "47 of the 111 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Jacksonville, FL offer financial planning?", "a": "66 of the 105 firms in Jacksonville, FL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Jacksonville, FL fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 47 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 29 investment advisory firms with a principal office in the Jacksonville metro area that report businesses among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.", "about_market": "Jacksonville has 111 investment advisory firms with a principal office in the metro area as of October 2026: 62 SEC-registered, 43 state-registered, and 6 exempt reporting advisers. 47 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 38 report under $100 million in regulatory assets under management. The metro area has 663,101 households, 77,826 of them with income of $200,000 or more, or 701 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for businesses in Jacksonville, FL: 29 firms from Form ADV filings as of October 2026.", "total_firms": 29, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 27, "state": 2, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 14 }, { "code": "percentage_of_aum", "count": 28 }, { "code": "hourly", "count": 16 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 18 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 4 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 7 }, { "code": "5_to_9", "count": 7 }, { "code": "10_to_19", "count": 4 }, { "code": "20_plus", "count": 11 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 0 }, { "code": "25m_100m", "count": 3 }, { "code": "100m_500m", "count": 16 }, { "code": "500m_1b", "count": 5 }, { "code": "1b_5b", "count": 5 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 0 } ], "firms": [ { "crd_number": 127293, "name": "Allegiance Financial Advisors, Inc.", "name_as_filed": "ALLEGIANCE FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/allegiance-financial-advisors-inc-jacksonville-fl-127293", "city": "Jacksonville", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105801, "name": "Augustine Asset Management Inc", "name_as_filed": "AUGUSTINE ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/augustine-asset-management-inc-jacksonville-fl-105801", "city": "Jacksonville", "state": "FL", "years_registered": 41, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110295, "name": "B&C Financial Advisors", "name_as_filed": "B&C FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/b-and-c-financial-advisors-ponte-vedra-beach-fl-110295", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 28, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151100, "name": "Black Cypress Capital", "name_as_filed": "BLACK CYPRESS CAPITAL", "url": "https://advisorcensus.com/firm/black-cypress-capital-ponte-vedra-beach-fl-151100", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 105153, "name": "Bowen, Hanes & Co Inc", "name_as_filed": "BOWEN, HANES & CO INC", "url": "https://advisorcensus.com/firm/bowen-hanes-and-co-inc-ponte-vedra-beach-fl-105153", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 46, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 308542, "name": "Caleo Capital N.A. LLC", "name_as_filed": "CALEO CAPITAL N.A. LLC", "url": "https://advisorcensus.com/firm/caleo-capital-n-a-llc-ponte-vedra-fl-308542", "city": "Ponte Vedra", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113784, "name": "Camarda Wealth Advisory Group", "name_as_filed": "CAMARDA WEALTH ADVISORY GROUP", "url": "https://advisorcensus.com/firm/camarda-wealth-advisory-group-fleming-island-fl-113784", "city": "Fleming Island", "state": "FL", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326810, "name": "Covingtonalsina", "name_as_filed": "COVINGTONALSINA", "url": "https://advisorcensus.com/firm/covingtonalsina-jacksonville-fl-326810", "city": "Jacksonville", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129436, "name": "Disciplined Equity Management, Inc.", "name_as_filed": "DISCIPLINED EQUITY MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/disciplined-equity-management-inc-neptune-beach-fl-129436", "city": "Neptune Beach", "state": "FL", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106262, "name": "Douglas Capital Management Inc", "name_as_filed": "DOUGLAS CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/douglas-capital-management-inc-jacksonville-fl-106262", "city": "Jacksonville", "state": "FL", "years_registered": 51, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317193, "name": "Financial Independence Advisors, LLC", "name_as_filed": "FINANCIAL INDEPENDENCE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/financial-independence-advisors-llc-jacksonville-fl-317193", "city": "Jacksonville", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141694, "name": "Highland Investment Advisors LLC", "name_as_filed": "HIGHLAND INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/highland-investment-advisors-llc-ponte-vedra-fl-141694", "city": "Ponte Vedra", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108516, "name": "Intrepid Capital Management Inc", "name_as_filed": "INTREPID CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/intrepid-capital-management-inc-jacksonville-beach-fl-108516", "city": "Jacksonville Beach", "state": "FL", "years_registered": 31, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 309312, "name": "Jacksonville Wealth Management", "name_as_filed": "JACKSONVILLE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/jacksonville-wealth-management-jacksonville-fl-309312", "city": "Jacksonville", "state": "FL", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129338, "name": "Life Planning Partners, Inc.", "name_as_filed": "LIFE PLANNING PARTNERS, INC.", "url": "https://advisorcensus.com/firm/life-planning-partners-inc-jacksonville-fl-129338", "city": "Jacksonville", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112607, "name": "Madden Advisory Services, Inc.", "name_as_filed": "MADDEN ADVISORY SERVICES, INC.", "url": "https://advisorcensus.com/firm/madden-advisory-services-inc-jacksonville-fl-112607", "city": "Jacksonville", "state": "FL", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109612, "name": "MOS Capital, Inc.", "name_as_filed": "MOS CAPITAL, INC.", "url": "https://advisorcensus.com/firm/mos-capital-inc-ponte-vedra-beach-fl-109612", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 314081, "name": "Oceanus Capital Partners, LLC", "name_as_filed": "OCEANUS CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/oceanus-capital-partners-llc-ponte-vedra-beach-fl-314081", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304873, "name": "Parable Wealth Advisors", "name_as_filed": "PARABLE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/parable-wealth-advisors-st-augustine-fl-304873", "city": "St Augustine", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109079, "name": "Riverplace Capital Management Inc", "name_as_filed": "RIVERPLACE CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/riverplace-capital-management-inc-jacksonville-fl-109079", "city": "Jacksonville", "state": "FL", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169274, "name": "Sanchez Wealth Management Group, LLC", "name_as_filed": "SANCHEZ WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/sanchez-wealth-management-group-llc-jacksonville-fl-169274", "city": "Jacksonville", "state": "FL", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108831, "name": "Sawgrass Asset Management LLC", "name_as_filed": "SAWGRASS ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sawgrass-asset-management-llc-ponte-vedra-beach-fl-108831", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 138463, "name": "Schaffer & Company Asset Management, Inc.", "name_as_filed": "SCHAFFER & COMPANY ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/schaffer-and-company-asset-management-inc-jacksonville-fl-138463", "city": "Jacksonville", "state": "FL", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312164, "name": "Schrum Private Wealth Management, LLC", "name_as_filed": "SCHRUM PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/schrum-private-wealth-management-llc-saint-augustine-fl-312164", "city": "Saint Augustine", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105899, "name": "Timucuan Asset Management Inc", "name_as_filed": "TIMUCUAN ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/timucuan-asset-management-inc-jacksonville-fl-105899", "city": "Jacksonville", "state": "FL", "years_registered": 36, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 142080, "name": "Truewater Wealth", "name_as_filed": "TRUEWATER WEALTH", "url": "https://advisorcensus.com/firm/truewater-wealth-ponte-vedra-beach-fl-142080", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 108426, "name": "Trustwell Financial Advisors, LLC", "name_as_filed": "TRUSTWELL FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/trustwell-financial-advisors-llc-jacksonville-fl-108426", "city": "Jacksonville", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316697, "name": "Ullmann Wealth Partners", "name_as_filed": "ULLMANN WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/ullmann-wealth-partners-jacksonville-beach-fl-316697", "city": "Jacksonville Beach", "state": "FL", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 299619, "name": "Vigil Wealth Management, LLC", "name_as_filed": "VIGIL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vigil-wealth-management-llc-ponte-vedra-beach-fl-299619", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/fl", "label": "Financial advisors in Florida" }, "metro": { "path": "/advisors/fl/jacksonville", "label": "Financial advisors in Jacksonville, FL" }, "city_pages": [ { "path": "/advisors/fl/jacksonville/ponte-vedra-beach", "label": "Financial advisors in Ponte Vedra Beach, FL", "firm_count": 19 }, { "path": "/advisors/fl/jacksonville/jacksonville-beach", "label": "Financial advisors in Jacksonville Beach, FL", "firm_count": 12 } ], "fee_pages": [ { "path": "/advisors/fl/jacksonville/fee-only", "label": "Fee-only financial advisors in Jacksonville, FL", "firm_count": 47 }, { "path": "/advisors/fl/jacksonville/flat-fee", "label": "Flat-fee financial advisors in Jacksonville, FL", "firm_count": 56 }, { "path": "/advisors/fl/jacksonville/hourly", "label": "Hourly financial advisors in Jacksonville, FL", "firm_count": 48 } ], "answer_pages": [ { "path": "/advisors/fl/jacksonville/for-high-net-worth-individuals", "firm_count": 78, "label": "Financial advisors for high-net-worth individuals in Jacksonville, FL" }, { "path": "/advisors/fl/jacksonville/for-retirement-plans", "firm_count": 26, "label": "Financial advisors for retirement plans in Jacksonville, FL" }, { "path": "/advisors/fl/jacksonville/for-charities", "firm_count": 27, "label": "Financial advisors for charitable organizations in Jacksonville, FL" }, { "path": "/advisors/fl/jacksonville/no-account-minimum", "firm_count": 8, "label": "Financial advisors with no account minimum in Jacksonville, FL" } ], "niche_pages": [] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }