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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Legacy
- Established Date
- 02-05-1985
- Office Locations
- 2
Office Locations
About Augustine Asset Management INC
Augustine Asset Management is a Jacksonville-based, fee-only fiduciary investment manager founded in 1985, serving wealthy families and institutions. The firm builds customized global portfolios across capital markets using an ensemble, team-based process and focuses on prudent stewardship. Portfolios are implemented largely with ETFs alongside fixed income exposure, and the firm does not earn commissions or product marketing fees; assets are custodied with firms such as Schwab and Fidelity.
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Owner & Executives
JEFFREY EMMANUEL BERNARDO
DIRECTOR, President
- CRD
- #2402915
- Ownership
- 50% but less than 75%
CHRISTOPHER CHARLES DEMETREE
--
- CRD
- --
- Ownership
- 10% but less than 25%
Vector oak
Legacy legacy
- CRD
- #36888
- Ownership
- 30.2%
Showing 2 of 4 owners & executives
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FRANCO CIRELLI
Financial Planning Advisor
- CRD
- #5867216
Milena Dragomirova Kolcheva Spasova
Vice President, Portfolio Manager
- CRD
- #7925109
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $755,428,343 | $1,671,302 |
| Non-Discretionary | $27,863,008 | $2,786,301 |
| Total | $783,291,351 | $1,695,436 |
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Separately Managed Accounts
Total SMA Asset: $783,291,351
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $106,245,962 | 13.0% |
| Corporate - Investment Grade | $153,648,007 | 18.8% |
| U.S. Government/Agency | $140,571,581 | 17.2% |
| Cash | $120,139,665 | 14.7% |
| Corporate - Non-Investment Grade | $80,093,110 | 9.8% |
| Municipal Bonds | $56,392,088 | 6.9% |
| Other | $160,186,221 | 19.6% |
| Total | $817,276,634 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL HARBOR VERTEX | GLACIER TIMBER | H627BD3RI | FES | 11.03% | $83,219,395 |
| RADIAL OAK | MOMENTUM HARBOR | KWY8RNT1K | YLS | 5.21% | $86,493,293 |
| FUSION ZENITH | MATRIX PEAK | Z7HWMY9D7 | LXKA | 3.54% | $27,534,198 |
| PEAK ZENITH QUANTUM | EMBER EMBER | 8TXPZIMUW | JAQL | 7.85% | $25,131,330 |
| PEAK QUANTUM MERIDIAN | ZENITH BRIDGE | VK4LCYJ4T | YIDYH | 10.80% | $109,876,343 |
| ALPHA OAK | CATALYST HORIZON | 8YHCLRWM5 | WGJRL | 5.91% | $5,629,319 |
| PIONEER BEACON | CATALYST FOUNDATION | 8X8646TP3 | GET | 9.85% | $39,243,185 |
| VECTOR DELTA BEACON | ATLAS EMBER | 9JV88XH6B | KFR | 9.11% | $87,470,743 |