AdvisorCensus / Financial advisors / Florida / Lakeland / Agamerica Lending LLC
Agamerica Lending LLC is an SEC-registered investment advisory firm in Lakeland, FL, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 10, 2026.
Quick answers
From the filingHow is Agamerica Lending LLC compensated?
On its Form ADV (Item 5.E, October 2026), Agamerica Lending LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Agamerica Lending LLC located?
Agamerica Lending LLC's principal office is in Lakeland, FL, according to its Form ADV.
Is Agamerica Lending LLC registered with the SEC or a state?
Agamerica Lending LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 164866.
How much does Agamerica Lending LLC manage?
Agamerica Lending LLC reports $1,214,000,000 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (81% discretionary).
How have Agamerica Lending LLC's assets and staff changed since 2021?
In the Form ADV data for Agamerica Lending LLC: Regulatory assets under management: $740,000,000 in the October 2021 data and $1,214,000,000 in the October 2026 data, up 64%. Total employees: 98 in October 2021 and 52 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Agamerica Lending LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1); corporations or other businesses not listed above (1).
Does Agamerica Lending LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164866
What changed in Agamerica Lending LLC's recent Form ADV filings?
In the September 2026 filing data: Employees performing advisory functions went from 18 to 15. Regulatory assets under management went from $1,373,000,000 to $1,214,000,000 (-12%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated August 10, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$1,214,000,000 as of October 2026, filing dated August 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 52. Performing investment advisory functions: 15.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,214,000,000 | 52 | August 10, 2026 |
| October 2025 | $1,874,000,000 | 111 | March 27, 2025 |
| October 2024 | $1,772,000,000 | 133 | March 28, 2024 |
| October 2023 | $1,392,000,000 | 137 | March 21, 2023 |
| October 2022 | $819,000,000 | 126 | March 31, 2022 |
| October 2021 | $740,000,000 | 98 | March 31, 2021 |
Regulatory assets under management: $740,000,000 in the October 2021 data and $1,214,000,000 in the October 2026 data, up 64%.
Total employees: 98 in October 2021 and 52 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Employees performing advisory functions went from 18 to 15.
- Regulatory assets under management went from $1,373,000,000 to $1,214,000,000 (-12%).
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 21 to 18.
- Regulatory assets under management went from $1,874,000,000 to $1,373,000,000 (-27%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Agamerica Lending LLC (CRD 164866): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/agamerica-lending-llc-lakeland-fl-164866