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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2016
- Office Locations
- 1
Office Locations
About PFO Investment Advisors, LLC
PFO Investment Advisors, LLC is a Naples-based RIA. The firm has been operating for 10 years. Managing $10.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 8 clients, or 8 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on January 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
No additional data categories are currently listed.
Owner & Executives
Jamin Paul Eastman
Chief Compliance Officer, Founder, Managing Director
- CRD
- #6666174
- Ownership
- Less than 5%
KEITH MORGAN SCHAPPERT
Chief Executive Officer, President
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,271,240 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,271,240 | -- |
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Separately Managed Accounts
SMA allocation detail is available
PFO Investment Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.