SourcingSourcing

AUGUSTINE ASSET MANAGEMENT INC

C43
CRD 105801·SEC 801-23187·JACKSONVILLE, FL
AUM
$783.3M
$500M-$1B
Est. Revenue
$7.8M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AUGUSTINE ASSET MANAGEMENT INC
CRD
105801
SEC file #
801-23187
EIN
000000000
DBA names
—

Economics

AUM
$783.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$271.3M → $783.3M▲ +189%
Client mix
Individuals High Net Worth61
Charitable Organizations8
Pension Profit Sharing Plans1
State Or Municipal Govt1
Corporations1

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
6 advisors → 4 advisors▼ -33%
Primary office
JACKSONVILLE FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
twitter.com/augustineasset(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BERNARDO, JEFFREY, EMMANUEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
BERNARDO, JEFFREY, EMMANUEL
DEMETREE, CHRISTOPHER, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:augustineasset.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001350006
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2006-01-11
Edgar Last Filing Date
2008-12-22
Edgar Form D Count
1
Edgar Form D Offerings
2008-12-222008-12-22 · 0001350006-08-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Pershing3
Fidelity2
Bny Mellon1
Edgar Addresses
Mailing
1551 ATLANTIC BOULEVARDSUITE 103JACKSONVILLE, FL 32207
Business
1551 ATLANTIC BOULEVARDSUITE 103JACKSONVILLE, FL 32207
Edgar EIN
000000000
Edgar Recent Filings
D/A2008-12-22 · 0001350006-08-000003
REGDEX/A2007-07-20 · 9999999997-07-034779
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2402915
Trust Company Affiliate
No

People (6)

6
BERNARDO, JEFFREY, EMMANUEL
IAR · Direct Owner · 62.5%
2402915
DEMETREE, CHRISTOPHER, CHARLES
Direct Owner · 17.5%
4344131
DEMETREE, MARK, CHARLES
Direct Owner · 17.5%
4344171
BLUM, FREDERICK, MAX
IAR · Executive Officer · 2.5%
4359571
FRANCO CIRELLI
IAR
5867216
Milena Dragomirova Kolcheva Spasova
IAR
7925109