Ark Invest is a financial advisory firm based in St. Petersburg, Florida. It currently has approximately $13,883,813,829 of assets under management and employs about 46 people. Ark Invest uses a fee structure of a percentage of assets under your management and performance-based fees.

CI Doyle Private Wealth, LLC, formerly known as Doyle Wealth Management, LLC, was established in 2005 and offers financial and estate planning services, portfolio management, and general consulting services. The firm is owned by CI US Holdings, Inc., a subsidiary of CI Financial Corp. As of December 31, 2021, CI Doyle Private Wealth managed over $1.6 billion on a discretionary basis. The firm tailors investment portfolios based on clients' financial circumstances, goals, and risk tolerance levels. CI Doyle Private Wealth acts as a fiduciary for retirement plan accounts, ensuring clients' best interests are prioritized. The firm provides financial planning services covering areas such as estate planning, cash flow planning, retirement planning, and insurance analysis. Investment strategies include a Multi-Asset Class Portfolio, Select Equity Portfolio, and Equity Income Builder Portfolio, among others. Clients are typically individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations, with a minimum portfolio value of $350,000 for conventional investment advisory services. The fee structure is based on a percentage of assets under management, with a minimum annual fee of $2,000. CI Doyle Private Wealth does not engage in performance-based fees or side-by-side management. The firm reviews managed portfolios at least quarterly and operates under an investment discretion model, managing portfolios on a discretionary basis. Clients are responsible for voting on their securities' proxies, as the firm does not vote on behalf of clients.

ARS Wealth Advisors Group, LLC is an investment advis er firm registered with the SEC, founded in 1997 and based in St. Petersburg, FL. As part of Focus Financial Partners, LLC, ARS Wealth offers portfolio management and financial planning services, acting as a fiduciary in clients' best interests. The firm primarily serves individuals, high-net-worth individuals, trusts, estates, and legal entities with a minimum account asset level of $500,000. ARS Wealth charges an annual percentage-based fee for portfolio management services, with a minimum relationship size of $500,000 and minimum annual fee of $5,000. The firm may also provide tax preparation and consulting services. Clients have investment discretion but can impose reasonable restrictions on account holdings. ARS Wealth uses cyclical and fundamental analysis for investment decisions and focuses on a blend of value and growth investment styles. The firm does not charge performance-based fees and does not vote client securities. Clients receive account statements from custodians and have access to a secure web portal for account information. ARS Wealth does not vote proxies on behalf of clients and does not have custody of client funds unless authorized for fee deduction purposes. The firm does not solicit fees in advance and is financially stable.

Dynasty Wealth Management, LLC is an SEC-registered investment adviser established in 2010. The firm offers various advisory services, including an Investment Management Platform and Investment Programs/Model Portfolios/OCIO Services. Clients can access independent third-party managers through the Platform, with DWM acting as a sub-adviser. DWM also provides access to a range of investment advisory services, including SMA’s, UMA’s, and ETF models. The firm offers multi-manager models with strategic allocations and leverages risk analytics tools for portfolio management. DWM also manages separate pooled investment vehicles for Private Equity Investments. The firm discloses potential conflicts of interest, such as revenue sharing agreements with mutual funds and ETFs, referral arrangements, and compensation from custodians. DWM does not have custody of client funds and securities, and clients receive account statements from qualified custodians. The firm exercises investment discretion for program client assets and votes proxies on behalf of clients. DWM has no adverse financial situations that would impact its ability to meet client obligations. Clients can request information on how proxies are voted and review the firm's Proxy Voting Policies and Procedures.

SWM Advisors is a Limited Liability Company established in Florida in June 2011 by Matthew Richard DiGennaro and Valerie Clark DiGennaro. Matthew serves as the Managing Member and CEO, while Valerie is the Head of Sales. The firm specializes in Investment Advisory Services (IAS) and Corporate Retirement Plan Advisory Services (RPS). For IAS clients, SWM offers ongoing portfolio management tailored to individual goals, risk tolerance, and financial situation. Clients grant discretionary authority for securities selection and transactions. RPS services include fiduciary and consulting services for retirement plans. SWM primarily uses mutual funds and ETFs for investment management. The firm charges a maximum annual fee of 0.99% of Assets Under Management (AUM) with a minimum account size of $5,000,000. Fees are negotiable based on client circumstances. SWM does not participate in wrap fee programs and has AUM totaling $639,223,987 as of January 31, 2022. The firm does not accept performance-based fees and acts in the best interest of clients as a fiduciary. SWM does not have a history of disciplinary actions, bankruptcy petitions, or financial conditions that may impact client commitments.

Directed Capital Advisors, LLC, established in May 2013, is a registered investment adviser specializing in discretionary portfolio management services for limited partnerships focused on commercial real estate loans and assets. The firm, based in St. Petersburg, FL, is owned by Directed Capital Resources, LLC, with Christopher S. Moench as the principal owner. Directed Capital manages client assets totaling $395,894,147 on a discretionary basis as of December 31, 2024. The firm's fee structure is based on clients' capital commitments and contributions, deducted directly from their accounts. Directed Capital does not engage in performance-based fees or side-by-side management. The firm provides services to accredited investors and qualified clients, offering advice on commercial real estate investments, with a focus on income generation and risk management. Investment decisions are tailored to clients' objectives and risk tolerance. Directed Capital emphasizes risk factors such as real estate market conditions, interest rate fluctuations, and force majeure events. The firm's investment philosophy prioritizes client interests, with an emphasis on alignment of financial incentives and compliance with ethical standards. Clients receive regular account reviews and detailed performance reports to ensure transparency and accountability. Directed Capital Advisors, LLC does not participate in Wrap Fee Programs and operates with a fiduciary duty to act in the best interests of its clients.

Novak & Powell Financial Services, Inc., established in 1982, is a registered investment adviser based in Florida. The firm offers investment supervisory services to individuals, families, and businesses, managing client portfolios to meet specific objectives. As of December 31, 2022, the firm managed $256,267,569 in client assets on a discretionary basis. The minimum portfolio value is typically set at $500,000, with fees ranging from 0.3125% to 2.25% annually based on the account value. The firm's investment approach involves a detailed and customized analysis of each client's situation, risk tolerance, and investment goals. NPFS primarily uses ETFs and mutual funds in constructing portfolios, focusing on diversification, fee minimization, and tax efficiency. The firm does not charge performance-based fees or engage in side-by-side management. NPFS acts as a fiduciary, managing client accounts on a discretionary basis, allowing them to make investment decisions without individual client approval for each transaction. The firm does not have physical custody of client funds or securities, which are held with qualified custodians. Clients receive regular account statements and reports from both NPFS and the custodians. The firm's team includes experienced professionals like Joshua Powell, David Novak, and others, each with a background in finance and investment management. NPFS maintains a Code of Ethics to ensure the highest standards of conduct and client protection. The firm does not receive compensation for the sale of securities or engage in directed brokerage. Clients can expect thorough account monitoring and regular reviews to ensure their financial goals are met.

Onefund, LLC is a financial advisory firm based in St. Petersburg, Florida. It currently has approximately $98,462,916 of assets under management and employs about 2 people. Onefund, LLC uses a fee structure of and a percentage of assets under your management.