# Arnold Insurance & Financial Services, LLC

> Arnold Insurance & Financial Services, LLC is a state-registered investment advisory firm in Cocoa, FL, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 269890
- Filed as: ARNOLD INSURANCE & FINANCIAL SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cocoa, FL
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/269890
- AdvisorCensus page: https://advisorcensus.com/firm/arnold-insurance-and-financial-services-llc-cocoa-fl-269890

## Quick answers

**How is Arnold Insurance & Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Arnold Insurance & Financial Services, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Arnold Insurance & Financial Services, LLC located?**
Arnold Insurance & Financial Services, LLC's principal office is in Cocoa, FL, according to its Form ADV.

**Is Arnold Insurance & Financial Services, LLC registered with the SEC or a state?**
Arnold Insurance & Financial Services, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 269890.

**How much does Arnold Insurance & Financial Services, LLC manage?**
Arnold Insurance & Financial Services, LLC reports $53,231,814 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary).

**What types of clients does Arnold Insurance & Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (220); high net worth individuals (10).

**Does Arnold Insurance & Financial Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/269890

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $53,231,814
- Discretionary: $53,231,814
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 220 | $37,982,388 |
| High net worth individuals | 10 | $15,249,426 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arnold Insurance & Financial Services, LLC (CRD 269890): Form ADV filing data as of October 2026.