AdvisorCensus / Financial advisors / Florida / Tampa / FFO Investments LLC
FFO Investments LLC is an SEC-registered investment advisory firm in Tampa, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 13, 2026.
Quick answers
From the filingHow is FFO Investments LLC compensated?
On its Form ADV (Item 5.E, October 2026), FFO Investments LLC reports these compensation arrangements: a percentage of assets under its management.
Where is FFO Investments LLC located?
FFO Investments LLC's principal office is in Tampa, FL, according to its Form ADV.
Is FFO Investments LLC registered with the SEC or a state?
FFO Investments LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338887.
How much does FFO Investments LLC manage?
FFO Investments LLC reports $207,088,515 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (18% discretionary).
What types of clients does FFO Investments LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (160).
Does FFO Investments 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/338887
Does FFO Investments LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 17, 2026 says: "The Firm generally requires a minimum account size of $1,000,000 for investment management relationships. However, the minimum may be waived or reduced at the Firm’s discretion"
What changed in FFO Investments LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $0 to $207,088,515. 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
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 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The Firm generally requires a minimum account size of $1,000,000 for investment management relationships. However, the minimum may be waived or reduced at the Firm’s discretion
As stated in the firm's Form ADV Part 2A brochure dated March 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$207,088,515 as of October 2026, filing dated July 13, 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 individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 5. Performing investment advisory functions: 5.
- Wrap fee program participation
- Yes.
- States registered or notice-filed
-
9 states or jurisdictions
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
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $0 to $207,088,515.
- Updated its list of owners and control persons (Schedule A).
- January 2026
- Newly registered with the SEC.
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. FFO Investments LLC (CRD 338887): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ffo-investments-llc-tampa-fl-338887