| As of Date | 01/23/2026 |
| Registration | SEC, Approved, 06/25/2018 |
| ADV Location | OCALA, FL, United States |
| Contact Info | (35 xxxxxxx |
| Websites |
| AUM* | 382,820,511 47% |
| of that, discretionary | 323,748,226 46% |
| Number of Employees | 9 |
| of those in investment advisory functions | 8 60% |
| Private Fund GAV* | 0 |
| Avg Account Size | 403,394 19% |
| % High Net Worth | 38.95% 6% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM440.5m | #Funds- | |
| Adviser OAK HILL WEALTH ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM603.2m | #Funds- | |
| Adviser SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM192.1m | #Funds- | |
| Adviser ADKINS SEALE CAPITAL MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM448.2m | #Funds- | |
| Adviser PRAIRIE WEALTH ADVISORS, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund50.0m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV50.0m | AUM558.0m | #Funds1 | |
| Adviser FINANCIAL ADVISORS NETWORK, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.1b | #Funds- | |
| Adviser CAMBRIDGE ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM46.5m | #Funds- | |
| Adviser AURORA INVESTMENT MANAGERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM358.7m | #Funds- | |
| Adviser HMS INVESTMENT ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM281.9m | #Funds- | |
| Adviser LEGACY CAPITAL WEALTH PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.5b | #Funds- |