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 registered investment adviser that has been SEC-registered since 1985. The firm serves both individuals and families as well as institutional clients, running fee schedules based on a percentage of assets under management. Augustine focuses on discretionary portfolio management for individuals, small businesses and institutions rather than acting as a multi-manager capital allocator. The firm does not identify as an active ESG investor and is organized as a corporation with domestic/individual ownership.
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 4Mark Demetree
Operating OfficerCRD 4344171
Milena Kolcheva Spasova
Vice PresidentCRD 7925109
Franco Cirelli
Financial PlannerCRD 5867216
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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