# Levine, David Alan

> Levine, David Alan is an SEC-registered investment advisory firm in Sarasota, FL, registered since 2013, with no regulatory assets under management reported in its Form ADV filing dated January 26, 2026.

- CRD: 167584
- Filed as: LEVINE, DAVID ALAN
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167584
- AdvisorCensus page: https://advisorcensus.com/firm/levine-david-alan-sarasota-fl-167584

## Quick answers

**How is Levine, David Alan compensated?**
On its Form ADV (Item 5.E, October 2026), Levine, David Alan reports these compensation arrangements: other.

**Where is Levine, David Alan located?**
Levine, David Alan's principal office is in Sarasota, FL, according to its Form ADV.

**Is Levine, David Alan registered with the SEC or a state?**
Levine, David Alan is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167584.

**How have Levine, David Alan's assets and staff changed since 2021?**
In the Form ADV data for Levine, David Alan: Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Levine, David Alan 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/167584

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2 | 1 | January 13, 2021 |
| October 2022 | Not reported | 1 | January 10, 2022 |
| October 2023 | Not reported | 1 | January 9, 2023 |
| October 2024 | Not reported | 1 | January 9, 2024 |
| October 2025 | Not reported | 1 | January 14, 2025 |
| October 2026 | Not reported | 1 | January 26, 2026 |

Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Levine, David Alan (CRD 167584): Form ADV filing data as of October 2026.