# Augustine Asset Management Inc

> Augustine Asset Management Inc is an SEC-registered investment advisory firm in Jacksonville, FL, registered since 1985, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 105801
- Filed as: AUGUSTINE ASSET MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jacksonville, FL
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105801
- AdvisorCensus page: https://advisorcensus.com/firm/augustine-asset-management-inc-jacksonville-fl-105801

## Quick answers

**How is Augustine Asset Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Augustine Asset Management Inc reports these compensation arrangements: a percentage of assets under its management.

**Where is Augustine Asset Management Inc located?**
Augustine Asset Management Inc's principal office is in Jacksonville, FL, according to its Form ADV.

**Is Augustine Asset Management Inc registered with the SEC or a state?**
Augustine Asset Management Inc is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 105801.

**How much does Augustine Asset Management Inc manage?**
Augustine Asset Management Inc reports $783,291,351 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (96% discretionary).

**How have Augustine Asset Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Augustine Asset Management Inc: Regulatory assets under management: $347,575,898 in the October 2021 data and $783,291,351 in the October 2026 data, up 125%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Augustine Asset Management Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (61); charitable organizations (8); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Augustine Asset Management Inc use?**
Augustine Asset Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Capital Markets and Pershing Advisor Solutions. LLC as custodians holding 10% or more of its separately managed account assets.

**Does Augustine Asset Management Inc 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/105801

**What changed in Augustine Asset Management Inc's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $660,230,137 to $783,291,351 (+19%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Capital Markets
- Pershing Advisor Solutions. LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $783,291,351
- Discretionary: $755,428,343
- Non-discretionary: $27,863,008

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 61 | $646,089,414 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,711,554 |
| Charitable organizations | 8 | $114,706,288 |
| State or municipal government entities (including government pension plans) | 1 | $18,562,895 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $1,221,200 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1985 (41 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- augustineasset.com
- X @AugustineAsset

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $347,575,898 | 7 | March 18, 2021 |
| October 2022 | $374,763,526 | 8 | March 4, 2022 |
| October 2023 | $415,010,254 | 7 | March 9, 2023 |
| October 2024 | $477,047,544 | 7 | September 27, 2024 |
| October 2025 | $660,230,137 | 7 | March 28, 2025 |
| October 2026 | $783,291,351 | 8 | September 2, 2026 |

Regulatory assets under management: $347,575,898 in the October 2021 data and $783,291,351 in the October 2026 data, up 125%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $660,230,137 to $783,291,351 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Augustine Asset Management Inc (CRD 105801): Form ADV filing data as of October 2026.