F
CRD: 168495
Flaharty Asset Management, LLC
Clearwater, FL, 33759
7272521050
$901.6M Total AUM
$899.4M Disc. AUM
4.8% 3Y CAGR
10 Employees
1,130 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-27-2013
- Office Locations
- 2
Office Locations
122 Nesbit Street Suite 112 Punta Gorda FL
311 Park Place Blvd. Suite 150 Clearwater FL
About Flaharty Asset Management, LLC
Flaharty Asset Management, LLC is a Clearwater-based RIA with 2 offices. The firm has been operating for 12 years. Managing $901.6M in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
47 AVG AGE
$100.2M AVG AUM / ADVISOR
$797.9K AVG AUM / CLIENT
7.1 yrs AVG TENURE
10 Employees
9 Advisory Reps
10 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Ridge Atlas Element signal
Client Personas
Fusion zenith
Investment Themes
Ridge Matrix ember
Investment Vehicles
Legacy focus
Services
Pathway harbor Peak ridge Unison fusion Prime Element signal
Owner & Executives
J
JOHN HUNTER ORR
Chief Investment Officer
- CRD
- #5642020
- Ownership
- 10% but less than 25%
(209) 644-9840
north.focus@pathwaycapital.com
in linkedin.com/in/wave-wave
K
KAMELLA LYNN DAVIS
Chief Compliance Officer
- CRD
- #2831913
- Ownership
- Less than 5%
(558) 385-2990
insight.peak@foundationcapital.com
in linkedin.com/in/oak-frontier
F
Frontier foundation
Radial optima
- CRD
- #31243
- Ownership
- 12.3%
(314) 863-3995
eagle.value@foundationcapital.com
in linkedin.com/in/meridian-crest
Showing 2 of 3 owners & executives
Unlock allContacts
MICHAEL VINCENT DEMSKI
--
- CRD
- #6535223
(684) 728-4385
legacy.legacy@primecapital.com
in linkedin.com/in/meridian-vital
F
Fallon L Flaharty
--
- CRD
- #6640758
(971) 519-5401
element.focus@pioneercapital.com
in linkedin.com/in/signal-foundation
P
Pathway eagle
Glacier eagle
- CRD
- #44396
(957) 281-9163
timber.eagle@ridgecapital.com
in linkedin.com/in/signal-optima
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $899,372,003 | $459,567 |
| Non-Discretionary | $2,234,199 | $319,171 |
| Total | $901,606,202 | $459,066 |
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Separately Managed Accounts
Total SMA Asset: $901,606,202
Public Funds:
36.4% Equity - Exchange:
20.8% Cash:
42.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,978,841,336 | 36.4% |
| Equity - Exchange | $1,130,766,478 | 20.8% |
| Cash | $2,326,769,484 | 42.8% |
| Total | $5,436,377,298 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON EMBER | BRIDGE VECTOR | KFZPT9KVY | EBK | 12.00% | $43,229,387 |
| EMBER MATRIX MOMENTUM | INSIGHT VITAL | XSA5VIFU7 | EPFO | 10.17% | $100,695,044 |
| PATHWAY SIGNAL OPTIMA | PRIME VALUE | VCW1NH242 | DVXR | 3.94% | $38,617,634 |
| GLACIER UNISON RIDGE | SUMMIT BEACON | HIC2A3XPH | RJZSZ | 7.39% | $38,995,478 |
| NORTH NORTH | ALPHA ELEMENT | WX6UD5CXP | YMYMN | 4.12% | $31,728,490 |
| CAPITAL VALUE MATRIX | VERTEX INSIGHT | H3Y1SO63Y | OSZE | 2.86% | $100,676,331 |
| MERIDIAN RIDGE | CAPITAL FRONTIER | 780ZZ6JAE | OUVB | 12.26% | $16,463,221 |
| OPTIMA SIGNAL | FOCUS OAK | 9K77GQ4SI | GJQ | 11.87% | $114,903,952 |