FFO Investments LLC

RIASEC RegisteredEst. 2025
Total AUM
$207M
Discretionary
$36.5M
18% of AUM
Avg account
$1.3M
Accounts
160
Employees
5
Advisory reps
7

Firm details

Headquarters
Tampa, Florida
CRD number
338887
Registered since
December 17, 2025
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

FFO Investments LLC is an independent, SEC-registered advisory firm organized as an LLC and registered in 2025. The firm focuses on portfolio management for individuals and small businesses and charges clients on a percentage-of-AUM basis. Its client base is primarily individual and family investors. FFO reports no active ESG investing program, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm lists an affiliation with an insurance company, which aligns with its use of insurance products in client solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 80%, Exchange Traded Equities 20%80%
  • Non-Exchange Traded Equities80%
  • Exchange Traded Equities20%

Contacts

3 of 7
  • Coty Brawdy

    Coty Brawdy

    Financial ConsultantCRD 6106713

  • Kamil Polkowski

    Kamil Polkowski

    Wealth Planning AssociateCRD 7511957

  • Landon Archangelo

    Landon Archangelo

    Business ConsultantCRD 6944572

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
1208 E Kennedy Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth