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Flaharty Asset Management, LLC

● SEC registered since 2013CRD 168495SEC# 801-78437Clearwater, FL
Export (members)
Reg. AUM
$809.6M
Employees
9
Accounts
1,121
Location
Clearwater, FL

Flaharty Asset Management, LLC assets under management

Flaharty Asset Management, LLC is a registered investment adviser overseen by the SEC based in Clearwater, FL. The firm has been registered since 2013. It reports $809.6 million in regulatory assets under management and employs 9 people.
www.facebook.com/flahartyassetmanagementView on SEC.gov ↗

Flaharty Asset Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Flaharty & Associates, LLC ControlOwner, MemberOver 75%2013
John Hunter OrrChief Investment Officer10-25%2014
Melissa Mita Robinson ControlCco / CooUnder 5%2024
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Frequently asked questions

How much does Flaharty Asset Management, LLC manage?

Flaharty Asset Management, LLC reports $809.6 million in regulatory assets under management on its Form ADV.

How many employees does Flaharty Asset Management, LLC have?

Flaharty Asset Management, LLC reports 9 employees.

Where is Flaharty Asset Management, LLC located?

Flaharty Asset Management, LLC is based in Clearwater, FL and has been SEC-registered since 2013.

Does Flaharty Asset Management, LLC disclose fund performance?

Flaharty Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address311 Park Place Blvd., Suite 150, Clearwater, FL 33759
Phone727-252-1050
Fax727-474-3823
Office hours8 a.m. To 4:30 p.m. (M-Th); 8 a.m. To 4 p.m. (Fr)
SEC regionMiami Regional Office (MIRO)
CIK1697882
Discloses disciplinary historyNo

Assets under management

Discretionary$800.7M
Non-discretionary$8.9M
Total (RAUM)$809.6M