AdvisorGrade

Financial advisers in Saint Augustine, FL

3 registered investment adviser firms in Saint Augustine managing $342M in assets, based on public SEC Form ADV filings.

Schrum Private Wealth Management, LLC

Saint Augustine, FL · Est. 2021

Local
Fee-based
AUM
$186M
Per adviser
$62M
Advisers
3

No reported disclosures

Settian Capital LP

Saint Augustine, FL · Est. 2026

Local
Fee-only
AUM
$157M
Per adviser
$157M
Advisers
1

No reported disclosures

Dignum Et Justum

Saint Augustine, FL · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures