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Paracca Financial Group

Osprey, FLState-registered investment adviserCRD 337399

Filed as PARACCA FINANCIAL GROUP · Legal name Paracca Financial Group LLC

Paracca Financial Group is a state-registered investment advisory firm in Osprey, FL, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 3, 2026.

0 years
registered since 2025
$22,243,460
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Paracca Financial Group compensated?

On its Form ADV (Item 5.E, October 2026), Paracca Financial Group reports these compensation arrangements: a percentage of assets under its management.

Where is Paracca Financial Group located?

Paracca Financial Group's principal office is in Osprey, FL, according to its Form ADV.

Is Paracca Financial Group registered with the SEC or a state?

Paracca Financial Group is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337399.

How much does Paracca Financial Group manage?

Paracca Financial Group reports $22,243,460 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (100% discretionary).

What types of clients does Paracca Financial Group serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (69); high net worth individuals (9).

Does Paracca Financial Group 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/337399

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

Regulatory assets under management

Item 5.F
$22,243,460

$22,243,460 as of October 2026, filing dated June 3, 2026.

Discretionary: $22,243,460.Non-discretionary: $0.

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.D
Individuals (other than high net worth individuals)
Clients 69 Assets $9,541,460 (43%)
High net worth individuals
Clients 9 Assets $12,702,000 (57%)

A 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
Legal name
Paracca Financial Group LLC
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2025 (0 years)
Employees
Total: 3. Performing investment advisory functions: 3.
Wrap fee program participation
No.
States registered or notice-filed
2 states or jurisdictions
AZFL

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None 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

No changes to these filed facts in the last 12 months of filing data.

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.I

Not reported.

Source: 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. Paracca Financial Group (CRD 337399): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/paracca-financial-group-osprey-fl-337399