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AdvisorCensus / Financial advisors / Florida / Jacksonville, FL / New firms

New investment advisory firms in Jacksonville, FL

9 investment advisory firms in Jacksonville, FL first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Jacksonville, FL · Atom feed · How this list is built

June 2026 (1)

FirmLocationRegistration
Dignum ET JustumSaint Augustine, FLSEC-registered investment adviser

May 2026 (1)

FirmLocationRegistration
Cogent Independent Advisors, Inc.St Augustine, FLSEC-registered investment adviser

March 2026 (2)

FirmLocationRegistration
Gryphon WealthJacksonville, FLSEC-registered investment adviser
Intellicapital Advisors LLCPonte Vedra, FLSEC-registered investment adviser

February 2026 (2)

FirmLocationRegistration
Doxara Capital LPJacksonville, FLSEC-registered investment adviser
Side Door VenturesFernandina Beach, FLExempt reporting adviser

January 2026 (2)

FirmLocationRegistration
Caleo Capital N.A. LLCPonte Vedra, FLSEC-registered investment adviser
Omnitrust Wealth Management, Inc.Jacksonville, FLSEC-registered investment adviser

December 2025 (1)

FirmLocationRegistration
Eve PartnersPonte Vedra Beach, FLSEC-registered investment adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Jacksonville, FL. https://advisorcensus.com/advisors/fl/jacksonville/new-firms
https://advisorcensus.com/advisors/fl/jacksonville/new-firms