AdvisorCensus / Financial advisors / Florida / Sebastian, FL / Charles Schwab
Financial advisors in Sebastian, FL using Charles Schwab
5 SEC-registered investment advisory firms headquartered in the Sebastian, FL metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Cardea Capital Advisors, LLC | Vero Beach | SEC-registered investment adviser | $100 million to $500 million |
| Gallatin & Company, LLC | Vero Beach | SEC-registered investment adviser | $25 million to $100 million |
| Peachtree Investment Partners, LLC | Vero Beach | SEC-registered investment adviser | $100 million to $500 million |
| Spirepoint Private Client, LLC | Vero Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Washburn Capital Management Inc. | Vero Beach | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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