F
CRD: 298924
Flood Tide Financial LLC
Jacksonville, FL
9045632058
$4.8M Total AUM
$4.8M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist · Merrill Lynch · SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-26-2018
- Office Locations
- 1
Office Locations
-- Jacksonville FL
About Flood Tide Financial LLC
Flood Tide Financial LLC is a Jacksonville-based RIA. The firm has been operating for 7 years. Managing $4.8M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Merrill Lynch. Services offered include Insurance, Life Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$4.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Vital pioneer Harbor delta
Investment Themes
Horizon delta Fusion glacier Radial delta
Investment Vehicles
Wave Ridge
Services
Ember Foundation prime Legacy matrix
Owner & Executives
G
GREGORY WILLIAM CHAPMAN
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6104706
- Ownership
- 75% or more
(414) 915-5790
horizon.vertex@bridgecapital.com
in linkedin.com/in/ridge-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,785,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,785,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,785,000
Public Funds:
29.2% Cash:
12.6% Equity - Exchange:
20.0% Municipal Bonds:
10.1% Corporate - Investment Grade:
28.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,403,995,417 | 29.2% |
| Cash | $1,037,340,488 | 12.6% |
| Equity - Exchange | $1,646,572,203 | 20.0% |
| Municipal Bonds | $831,518,963 | 10.1% |
| Corporate - Investment Grade | $2,313,433,946 | 28.1% |
| Total | $8,232,861,017 | 100.0% |