Augustine Asset Management Inc
Firm details
- Headquarters
- Jacksonville, Florida
- CRD number
- 105801
- Registered since
- February 5, 1985
- Website
- augustineasset.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., PERSHING ADVISOR SOLUTIONS. LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.48%
- Charitable Organizations14.64%
- State / Municipal Government2.37%
- Pension & Profit Sharing Plans0.35%
- Corporations / Businesses0.16%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Augustine Asset Management Inc. is an independent, SEC-registered advisory firm organized as a corporation and operating since 1985. The firm serves both individual and family clients as well as institutional and business clients, providing portfolio management across retail and institutional mandates on a percentage-of-AUM fee basis. Augustine’s registered advisory activities emphasize discretionary portfolio management for individuals, small businesses, and other business or institutional clients. The firm is not identified as an active ESG investor, is not characterized as a capital allocator, and is neither newly formed nor a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Investment Grade Corp Bonds12%
- US Government Bonds10%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Owners & executives
2 of 2
Frederick Blum
SVP, Chief Compliance OfficerCRD 4359571
Jeffrey Bernardo
President, CEOCRD 2402915
Contacts
3 of 4
Franco Cirelli
Financial PlannerCRD 5867216
Mark Demetree
Operating OfficerCRD 4344171
Christopher Demetree
StockholderCRD 4344131
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$37.8M in ETFs
99%
$37.5M
1%
$265K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS PHYSICAL GOLD ETF (AAAU) | Goldman Sachs | Passive | Commodities Focused | $15M | 380,296 | 39.81% |
Location
Jacksonville, FL
Duval
Location
Jacksonville, FL
Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 1551 Atlantic Blvd
- Time zone
- ET (UTC-5)
- Office locations
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