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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

AUGUSTINE ASSET MANAGEMENT INC

CRD 105801

JACKSONVILLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dd3219aa-166a-ec86-c665-9d9519842d74

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 6
On other graphs: 0
Observed: Mar 13, 2012 to Sep 2, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.82 fund_share=0.0 institutional_share=0.17 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $783MItem 5.F on the latest filing (2026-09-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $755M
Private client RAUM: $646MderivedItem 5.D individuals plus high net worth individuals
Private client share: 82%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $196Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 462
Individual clients: 0
High net worth clients: 61
SEC number: 801-23187
CIK: 778963
CRD: 105801
Filings on the tape: 29
First filed: Mar 13, 2012
Latest filed: Sep 2, 2026
Organised: Corporation, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
FREDERICK MAX BLUM	n/a	JACKSONVILLE, FL	21	25	n/a	no
JEFFREY EMMANUEL BERNARDO	Chartered Financial Analyst	JACKSONVILLE, FL	21	31	n/a	no
FRANCO CIRELLI	Certified Financial Planner	JACKSONVILLE, FL \| SAN FRANCISCO, CA	9	23	n/a	no
Milena Dragomirova Kolcheva Spasova	Chartered Financial Analyst	JACKSONVILLE, FL	1	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BERNARDO, JEFFREY, EMMANUEL	PRESIDENT, STOCKHOLDER, DIRECTOR	D	yes	12/2008	Mar 13, 2012	Sep 27, 2024
BLUM, FREDERICK, MAX	CCO, OPERATIONS MGR	Na	yes	09/2023	Mar 13, 2012	Sep 27, 2024
DEMETREE, CHRISTOPHER, CHARLES	Trustee	F	yes	02/2015	Mar 13, 2012	Sep 27, 2024
DEMETREE, ELISA, ANN	Trustee	E	yes	09/2000	Mar 13, 2012	Sep 27, 2024
SPASOVA, MILENA	VICE PRESIDENT	Na	yes	12/2022	Mar 7, 2023	Sep 27, 2024
DEMETREE, CHRISTOPHER, CHARLES	Stockholder	B	no	09/2000	Mar 13, 2012	Sep 27, 2024
DEMETREE, MARK, CHARLES	STOCKHOLDER, DIRECTOR	B	no	09/2000	Mar 13, 2012	Sep 27, 2024
ELISA DEMETREE LIVING TRUST	Stockholder	B	no	09/2000	Mar 25, 2024	Sep 27, 2024
LADD HOLDINGS TRUST, LLC	Stockholder	B	no	09/2000	Mar 25, 2024	Sep 27, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$783M	$755M	8	4	0	n/a	n/a
2024	Mar 28, 2025	$660M	$628M	7	5	0	n/a	n/a
2023	Mar 25, 2024	$477M	$450M	7	5	0	n/a	n/a
2022	Mar 7, 2023	$415M	$379M	7	6	0	n/a	n/a
2021	Mar 4, 2022	$375M	$361M	8	6	0	n/a	n/a
2020	Mar 17, 2021	$348M	$333M	7	5	0	n/a	n/a
2019	Apr 1, 2020	$309M	$291M	8	6	0	n/a	n/a
2018	Mar 12, 2019	$271M	$266M	9	6	0	n/a	n/a
2017	Mar 29, 2018	$276M	$271M	9	5	0	n/a	n/a
2016	Mar 7, 2017	$239M	$237M	7	5	n/a	n/a	n/a
2015	Mar 15, 2016	$246M	$244M	6	4	n/a	n/a	n/a
2014	Mar 13, 2015	$255M	$253M	6	4	n/a	n/a	n/a
2013	Mar 27, 2014	$271M	$269M	6	4	n/a	n/a	n/a
2012	Mar 28, 2013	$269M	$268M	7	5	n/a	n/a	n/a
2011	Mar 13, 2012	$249M	$249M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$783M	$660M	18.6%	$415M	23.6%	8	7	0	0

Relationships

Registered with (5)

← Milena Dragomirova Kolcheva SpasovaAdvisorregistration: current employment
Jun 3, 2025 to presentfactForm ADV
← FRANCO CIRELLIAdvisorregistration: current employment
Jun 20, 2017 to presentfactForm ADV
← JEFFREY EMMANUEL BERNARDOAdvisorregistration: current employment
Jun 29, 2005 to presentfactForm ADV
← FREDERICK MAX BLUMAdvisorregistration: current employment
Jun 10, 2005 to presentfactForm ADV
← GREGORY MICHAEL ESTESAdvisorregistration: previous registration
Mar 14, 2018 to Sep 27, 2023factForm ADV

Controls (5)

← BERNARDO, JEFFREY, EMMANUELOwnerPRESIDENT, STOCKHOLDER, DIRECTOR, ownership code D, individual
Mar 13, 2012 to Sep 27, 2024factForm ADV
← DEMETREE, ELISA, ANNOwnerTRUSTEE, ownership code E, individual
Mar 13, 2012 to Sep 27, 2024factForm ADV
← DEMETREE, CHRISTOPHER, CHARLESOwnerTRUSTEE, ownership code F, individual
Mar 13, 2012 to Sep 27, 2024factForm ADV
← BLUM, FREDERICK, MAXOwnerCCO, OPERATIONS MGR, ownership code NA, individual
Mar 13, 2012 to Sep 27, 2024factForm ADV
← SPASOVA, MILENAOwnerVICE PRESIDENT, ownership code NA, individual
Mar 7, 2023 to Sep 27, 2024factForm ADV

Owns (4)

← DEMETREE, CHRISTOPHER, CHARLESOwnerSTOCKHOLDER, ownership code B, individual
Mar 13, 2012 to Sep 27, 2024factForm ADV
← DEMETREE, MARK, CHARLESOwnerSTOCKHOLDER, DIRECTOR, ownership code B, individual
Mar 13, 2012 to Sep 27, 2024factForm ADV
← ELISA DEMETREE LIVING TRUSTOwnerSTOCKHOLDER, ownership code B, domestic entity
Mar 25, 2024 to Sep 27, 2024factForm ADV
← LADD HOLDINGS TRUST, LLCOwnerSTOCKHOLDER, ownership code B, domestic entity
Mar 25, 2024 to Sep 27, 2024factForm ADV

Dated events

Occurred
Mar 28, 2025
Regulatory AUM changed
Augustine Asset Management Inc reported RAUM $660.2M, up 38% from $477.0M (2024-09-27 to 2025-03-28)
Form ADVobserved 5 days ago
$183M
Occurred
Oct 12, 2023
Control person joined
Max Frederick Blum (Cco, Operations Mgr) appeared on Schedule A of Augustine Asset Management Inc
Form ADVobserved 5 days ago
Occurred
Oct 12, 2023
Control person left
Michael Gregory Estes (Vice President, Chief Compliance Officer) no longer on Schedule A of Augustine Asset Management Inc (listed 2023-03-09, absent 2023-10-12)
Form ADVobserved 5 days ago
Occurred
Sep 27, 2023
Advisor changed firm
Gregory Michael Estes left Augustine Asset Management Inc for Councilor Wealth Llc (registered 2023-11-20)
Form ADVobserved 5 days ago
Occurred
Mar 7, 2023
Control person joined
Milena Spasova (Vice President) appeared on Schedule A of Augustine Asset Management Inc
Form ADVobserved 5 days ago
Occurred
Mar 17, 2021
Control person left
Morgan Steven Herbert (Vice President/Chief Compliance Officer) no longer on Schedule A of Augustine Asset Management Inc (listed 2020-06-26, absent 2021-03-17)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dd3219aa-166a-ec86-c665-9d9519842d74
First observed: Mar 13, 2012
Last observed: Sep 2, 2026 18 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AUGUSTINE ASSET MANAGEMENT INC

CRD 105801

JACKSONVILLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dd3219aa-166a-ec86-c665-9d9519842d74

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:04 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

FREDERICK MAX BLUM

n/a

JACKSONVILLE, FL

n/a

JEFFREY EMMANUEL BERNARDO

Chartered Financial Analyst

JACKSONVILLE, FL

n/a

FRANCO CIRELLI

Certified Financial Planner

JACKSONVILLE, FL | SAN FRANCISCO, CA

n/a

Milena Dragomirova Kolcheva Spasova

Chartered Financial Analyst

JACKSONVILLE, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERNARDO, JEFFREY, EMMANUEL

PRESIDENT, STOCKHOLDER, DIRECTOR

yes

12/2008

Mar 13, 2012

Sep 27, 2024

BLUM, FREDERICK, MAX

CCO, OPERATIONS MGR

yes

09/2023

Mar 13, 2012

Sep 27, 2024

DEMETREE, CHRISTOPHER, CHARLES

Trustee

yes

02/2015

Mar 13, 2012

Sep 27, 2024

DEMETREE, ELISA, ANN

Trustee

yes

09/2000

Mar 13, 2012

Sep 27, 2024

SPASOVA, MILENA

VICE PRESIDENT

yes

12/2022

Mar 7, 2023

Sep 27, 2024

DEMETREE, CHRISTOPHER, CHARLES

Stockholder

09/2000

Mar 13, 2012

Sep 27, 2024

DEMETREE, MARK, CHARLES

STOCKHOLDER, DIRECTOR

09/2000

Mar 13, 2012

Sep 27, 2024

ELISA DEMETREE LIVING TRUST

Stockholder

09/2000

Mar 25, 2024

Sep 27, 2024

LADD HOLDINGS TRUST, LLC

Stockholder

09/2000

Mar 25, 2024

Sep 27, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$783M

$755M

n/a

2024

Mar 28, 2025

$660M

$628M

n/a

2023

Mar 25, 2024

$477M

$450M

n/a

2022

Mar 7, 2023

$415M

$379M

n/a

2021

Mar 4, 2022

$375M

$361M

n/a

2020

Mar 17, 2021

$348M

$333M

n/a

2019

Apr 1, 2020

$309M

$291M

n/a

2018

Mar 12, 2019

$271M

$266M

n/a

2017

Mar 29, 2018

$276M

$271M

n/a

2016

Mar 7, 2017

$239M

$237M

n/a

2015

Mar 15, 2016

$246M

$244M

n/a

2014

Mar 13, 2015

$255M

$253M

n/a

2013

Mar 27, 2014

$271M

$269M

n/a

2012

Mar 28, 2013

$269M

$268M

n/a

2011

Mar 13, 2012

$249M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$783M

$660M

18.6%

$415M

23.6%