Toams Financial
Firm details
- Headquarters
- Jacksonville, Florida
- CRD number
- 300043
- Registered since
- March 29, 2021
- Website
- toamsfinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC, FLORIDA RETIREMENT SYSTEM
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals76.41%
- HNWI23.59%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Toams Financial is an SEC-registered independent RIA organized as an LLC and owned by an individual. The firm provides financial planning and discretionary portfolio management primarily for individual and family clients, as well as small businesses. Its fee arrangements include both a percentage-of-AUM model and fixed fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities65%
- Cash & Cash Equivalents20%
- Investment Grade Corp Bonds15%
Owners & executives
1 of 1
Mario Payne
Owner, Chief Compliance OfficerCRD 5445757
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1901 University Blvd W
- Time zone
- ET (UTC-5)
- Office locations
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