| As of Date | 10/16/2026 |
| Registration | SEC, Approved, 03/19/2024 |
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| ADV Location | MELBOURNE, FL, United States |
| Contact Info | (32 xxxxxxx |
| Websites |
| AUM* | 204,988,428 58% |
| of that, discretionary | 204,988,428 58% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 446,598 29% |
| % High Net Worth | 25.27% 24% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ADEPTUS ADVISORS, LLC | Filing Date12/24/2025 | Form ADV-E View Report |
| Accounting Firm Name WALTER & SHUFFAIN, P.C. | Filing Date09/27/2024 | Form ADV-E View Report |
| Accounting Firm Name WALTER & SHUFFAIN, P.C. | Filing Date03/16/2024 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46641Q837 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$10,905,483 | % Position6.00% | $ Change17.00% | # Change17.00% |
| Stck Ticker87283Q883 | Stock NameT ROWE PRICE EXCHANGE-TRADED | $ Position$10,347,905 | % Position6.00% | $ Change32.00% | # Change32.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$9,116,516 | % Position5.00% | $ Change36.00% | # Change-1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$8,658,233 | % Position5.00% | $ Change12.00% | # Change-2.00% |
| Stck Ticker316188309 | Stock NameFIDELITY MERRIMACK STR TR | $ Position$9,772,548 | % Position5.00% | $ Change22.00% | # Change28.00% |
| Stck Ticker46436E841 | Stock NameISHARES TR | $ Position$8,927,130 | % Position5.00% | $ Change24.00% | # Change24.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$6,507,058 | % Position4.00% | $ Change-5.00% | # Change-1.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$4,631,916 | % Position3.00% | $ Change1.00% | # Change1.00% |
| Stck Ticker316092618 | Stock NameFIDELITY COVINGTON TRUST | $ Position$5,696,501 | % Position3.00% | $ Change2.00% | # Change5.00% |
| Stck Ticker46434V407 | Stock NameISHARES TR | $ Position$5,001,779 | % Position3.00% | $ Change35.00% | # Change39.00% |