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Investment consultant in Florida

Investment consultant· Sarasota, FL
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
64
filed Dec 18, 2025
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.2M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM $2.2M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
Schedule C rows
1 row, $5,267 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Retirement Plan of Carilion Clinic202327 28NONE$5,267
Form ADV readings
  • charity clients 17 Dec 18, 2025 reported
  • government clients 24 Dec 18, 2025 reported
  • institutional clients 64 Dec 18, 2025 reported
  • pension plan clients 23 Dec 18, 2025 reported
  • raum discretionary $2.2M Dec 18, 2025 reported
  • raum total $2.2M Dec 18, 2025 reported
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