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 a boutique wealth manager that runs concentrated equity portfolios for both high-net-worth individuals and institutions. The firm charges fees as a percentage of assets under management and focuses its discretionary strategies on exchange-traded equities and ETFs while using separate account structures for customized mandates. Augustine is not positioned as a capital allocator — it does not appear to manage pooled funds — but it does direct client capital into third-party private equity and private placement opportunities when appropriate. The firm reports no active ESG program and lists portfolio management for individuals, small businesses and institutional clients as its primary advisory activities.
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 2FREDERICK 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 19Active vs passive
$42.7M in ETFs
100%
$42.5M
1%
$214K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS PHYSICAL GOLD ETF (AAAU) | Goldman Sachs | Passive | Commodities Focused | $17.6M | 381,139 | 41.20% |
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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