Seminole Advisory Services, LLC
Seminole Advisory Services, LLC is an SEC-registered asset manager in Bellair Bluffs, FL with $242.5M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Seminole Advisory Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148975, SEC 801-69775, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $242.5M (2026-03-31)
- Firm type
- Asset Manager
- Location
- Bellair Bluffs, FL
- Employees
- 4
- Clients
- 1
- CRD
- 148975
- Ownership
- SEMINOLE HOLDINGS GROUP, LLC; BANKS, ROBERT, JOSEPH; PEPPI, MYRA, SUE; JENNIFER J. BANKS TRUST AGREEMENT DATED 12/5/2000; MATHIS, RAY, FRANKLIN
How much AUM does Seminole Advisory Services, LLC have?
Seminole Advisory Services, LLC reported $242.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Seminole Advisory Services, LLC?
Disclosed owners and executives of Seminole Advisory Services, LLC include SEMINOLE HOLDINGS GROUP, LLC, BANKS, ROBERT, JOSEPH, PEPPI, MYRA, SUE, JENNIFER J. BANKS TRUST AGREEMENT DATED 12/5/2000, MATHIS, RAY, FRANKLIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.