# Peninsula Asset Management Inc

> Peninsula Asset Management Inc is an SEC-registered investment advisory firm in Bradenton, FL, registered since 1982, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 108600
- Filed as: PENINSULA ASSET MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bradenton, FL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108600
- AdvisorCensus page: https://advisorcensus.com/firm/peninsula-asset-management-inc-bradenton-fl-108600

## Quick answers

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

**How much does Peninsula Asset Management Inc charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Up to $1,000,000: 1.2% a year; $1,000,000 to $2,000,000: 1% a year; $2,000,000 to $3,000,000: 0.75% a year; $3,000,000 to $4,000,000: 0.5% a year; Above $4,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.

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

**Is Peninsula Asset Management Inc registered with the SEC or a state?**
Peninsula Asset Management Inc is an SEC-registered investment advisory firm, registered since 1982. Status as filed: Approved. CRD 108600.

**How much does Peninsula Asset Management Inc manage?**
Peninsula Asset Management Inc reports $284,122,060 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (99% discretionary).

**How have Peninsula Asset Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Peninsula Asset Management Inc: Regulatory assets under management: $254,558,045 in the October 2021 data and $284,122,060 in the October 2026 data, up 12%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Peninsula Asset Management Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (108); high net worth individuals (77).

**Which custodians does Peninsula Asset Management Inc use?**
Peninsula Asset Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Peninsula 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/108600

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Up to $1,000,000: 1.2% a year
- $1,000,000 to $2,000,000: 1% a year
- $2,000,000 to $3,000,000: 0.75% a year
- $3,000,000 to $4,000,000: 0.5% a year
- Above $4,000,000: see the brochure

> Peninsula charges fees based upon a percentage of the assets under management. Fees are negotiated on a client by client basis based on several factors including but not limited to the investment objective

> 1.2% on the first $1 million of assets under management 1.0% on the next $1 million of assets under management .75% on the next $1 million of assets under management .50% on the next $1 million of assets under management

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $284,122,060
- Discretionary: $280,384,949
- Non-discretionary: $3,737,111

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $54,323,574 |
| High net worth individuals | 77 | $224,693,499 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $185,082 |
| Charitable organizations | Fewer than 5 | $4,919,905 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 1982 (44 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, GA, LA, MO, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- peninsulaasset.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $254,558,045 | 4 | March 30, 2021 |
| October 2022 | $290,588,964 | 4 | April 1, 2022 |
| October 2023 | $246,415,341 | 4 | March 28, 2023 |
| October 2024 | $256,123,529 | 3 | March 26, 2024 |
| October 2025 | $272,016,271 | 3 | March 28, 2025 |
| October 2026 | $284,122,060 | 4 | March 27, 2026 |

Regulatory assets under management: $254,558,045 in the October 2021 data and $284,122,060 in the October 2026 data, up 12%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Peninsula Asset Management Inc (CRD 108600): Form ADV filing data as of October 2026.