AdvisorRanked
100
Clean

AUGUSTINE ASSET MANAGEMENT INC

1551 ATLANTIC BLVD, JACKSONVILLE, FL 32207-3369
Fiduciaryfee-onlySEC Registered
904-396-6944 twitter.com/AugustineAsset CRD #105801
$783M
Assets Managed
4
Clients
8
Employees
41
Years Active
since 1985

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46104. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 41 years.

Firm Details

Legal NameAUGUSTINE ASSET MANAGEMENT INC
CRD Number#105801
SEC RegisteredYes
Registration Date1985-02-05
States RegisteredFL
Assets Under Management$783M
Number of Clients4
Employees8
Compensation Typefee-only
Last ADV Filing46104

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Frequently Asked Questions

Is AUGUSTINE ASSET MANAGEMENT INC a fiduciary?

Yes. AUGUSTINE ASSET MANAGEMENT INC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does AUGUSTINE ASSET MANAGEMENT INC charge clients?

AUGUSTINE ASSET MANAGEMENT INC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does AUGUSTINE ASSET MANAGEMENT INC have any complaints?

No. AUGUSTINE ASSET MANAGEMENT INC has zero complaints or disciplinary actions on file with the SEC or FINRA across 41 years of operation.

How does AUGUSTINE ASSET MANAGEMENT INC compare to other advisors in JACKSONVILLE?

AUGUSTINE ASSET MANAGEMENT INC has a Red Flag Score of 100/100. There are 29 registered advisory firms in JACKSONVILLE. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46104. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.