| As of Date | 08/28/2026 |
| Registration | SEC, Approved, 04/08/2005 |
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| ADV Location | ST. PETERSBURG, FL, United States |
| Contact Info | 727 xxxxxxx |
| Websites |
| AUM* | 5,621,296,070 63% |
| of that, discretionary | 5,621,296,070 63% |
| Number of Employees | 7 17% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 47,638,102 39% |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASSURANCE DIMENSIONS | Filing Date08/03/2026 | Form ADV-E View Report |
| Accounting Firm Name ASSURANCE DIMENSIONS | Filing Date12/22/2025 | Form ADV-E View Report |
| Accounting Firm Name ASSURANCE DIMENSIONS | Filing Date08/08/2024 | Form ADV-E View Report |
| Accounting Firm Name ASSURANCE DIMENSIONS | Filing Date09/11/2023 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker466313103 | Stock NameJABIL INC | $ Position$2,423,101,453 | % Position53.00% | $ Change45.00% | # Change0.00% |
| Stck Ticker060505104 | Stock NameBANK OF AMER CORP | $ Position$148,723,897 | % Position3.00% | $ Change861.00% | # Change722.00% |
| Stck Ticker293792107 | Stock NameENTERPRISE PRODS PARTNERS L | $ Position$70,586,162 | % Position2.00% | $ Change-2.00% | # Change1.00% |
| Stck Ticker172908105 | Stock NameCINTAS CORP | $ Position$58,499,016 | % Position1.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$23,511,699 | % Position1.00% | $ Change23.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$51,304,107 | % Position1.00% | $ Change13.00% | # Change-1.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$39,335,158 | % Position1.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker29273V100 | Stock NameENERGY TRANSFER L P | $ Position$25,217,425 | % Position1.00% | $ Change0.00% | # Change1.00% |
| Stck Ticker38141G104 | Stock NameGOLDMAN SACHS GROUP INC | $ Position$25,266,045 | % Position1.00% | $ Change19.00% | # Change-1.00% |
| Stck Ticker46432F842 | Stock NameISHARES TR | $ Position$23,194,032 | % Position1.00% | $ Change8.00% | # Change1.00% |