Florida Financial Advisors, LLC
Florida Financial Advisors, LLC (FFA) is a registered investment adviser headquartered in Tampa, Florida. Founded in 2017 by Jason Mickool, FFA provides customized financial planning and investment advisory services primarily to individuals, as well as trusts, estates, charitable organizations, pension/profit sharing plans, corporations, business entities, and government entities. FFA operates under the parent company Florida-Trinity Holdco, LLC, with principal ownership by Jason Mickool and AmeriLife Group LLC. The firm is also affiliated with Trinity Wealth Securities, LLC (a broker/dealer) and Florida Financial Insurance, LLC (an insurance agency). As of December 31, 2024, the firm reports over $317 million in assets under management. FFA employs a team of licensed Investment Adviser Representatives, though specific headcount is not disclosed in available sources.
Investment Strategy
Florida Financial Advisors, LLC provides personalized investment advisory and financial planning services tailored to the needs of each client. The firm assists clients in determining investment objectives and appropriate strategies, constructing diversified portfolios, and providing ongoing advice. FFA draws from a wide range of investment vehicles and seeks long-term growth while managing risk in accordance with client profiles. The firm serves a broad base, including individuals, high net worth persons, and a variety of institutional and charitable clients. Their investment philosophy centers on customization, diversification, and comprehensive financial planning, engaging directly with clients to monitor and adjust strategies as needed over time.
Top Holdings
Equity Positions (265)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 5.75% | $17.5M | 30,756 | $486.83 | $568.03 | +$2.6M |
Q QQQ | INVESCO QQQ TR | 3.92% | $11.9M | 21,608 | $426.99 | $551.64 | +$1.2M |
B BBUS | J P MORGAN EXCHANGE TRADED F | 3.86% | $11.7M | 104,893 | $87.93 | $111.92 | +$1.1M |
M MSFT | MICROSOFT CORP | 3.01% | $9.1M | 18,383 | $422.71 | $497.41 | +$3.0M |
X XLK | SELECT SECTOR SPDR TR | 2.96% | $9.0M | 35,571 | $199.49 | $253.23 | +$2.2M |