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AdvisorCensus / Financial advisors / Florida / Orlando / Toro Financial Advisors

Toro Financial Advisors

Winter Park, FLState-registered investment adviserCRD 332084

Filed as TORO FINANCIAL ADVISORS · Legal name Toro Financial Advisors, LLC

Toro Financial Advisors is a state-registered investment advisory firm in Winter Park, FL, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

1 year
registered since 2025
$4,256,420
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Toro Financial Advisors compensated?

On its Form ADV (Item 5.E, October 2026), Toro Financial Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

Where is Toro Financial Advisors located?

Toro Financial Advisors' principal office is in Winter Park, FL, according to its Form ADV.

Is Toro Financial Advisors registered with the SEC or a state?

Toro Financial Advisors is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 332084.

How much does Toro Financial Advisors manage?

Toro Financial Advisors reports $4,256,420 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

What types of clients does Toro Financial Advisors serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (3).

Does Toro Financial Advisors 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/332084

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
  • Hourly charges
  • Other

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
$4,256,420

$4,256,420 as of October 2026, filing dated March 25, 2026.

Discretionary: $4,256,420.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 29 Assets $3,351,467 (79%)
High net worth individuals
Clients 3 Assets $904,953 (21%)

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
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Legal name
Toro Financial Advisors, LLC
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2025 (1 year)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
FL

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
torofa.com

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. Toro Financial Advisors (CRD 332084): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/toro-financial-advisors-winter-park-fl-332084