# LINDA S. LUBITZ, CFP?, PA

LINDA S. LUBITZ, CFP?, PA of CORAL GABLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 108648
- Type: SEC-registered investment adviser
- SEC file number: 801-56677
- Location: 121 ALHAMBRA PLAZA, SUITE 1000, CORAL GABLES, FL, 33134
- Phone: 305-670-4440
- Latest filing: 2026-03-31
- Regulatory AUM: $317.8M
- Discretionary AUM: $317.8M
- Clients: 6
- Accounts: 782

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Linda Lubitz Boone | CHIEF COMPLIANCE OFFICER; PRESIDENT/ CHIEF COMPLIANCE OFFICER | — |
| Jorge Padilla | CEO/PRESIDENT; CEO/PRESIDENT/CCO; PRESIDENT (+1 more) | Landisville, PA |
| LUBITZ LINDA STORY | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| BOONE LINDA LUBITZ | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT/ CHIEF COMPLIANCE OFFICER | — |
| PACE GEORGE SALVATORE | CHIEF COMPLIANCE OFFICER | — |
| BOONE LINDA STORY | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| PADILLA JORGE | PRINCIPAL; SENIOR CLIENT ADVISOR | — |
| CHENG GREGORY STEVEN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 305-670-4440 |
| — | — | 1 | 305-670-4440 |
| — | — | 1 | 305-670-4440 |
| — | — | 1 | 305-670-4440 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108648/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108648/similar
- Related entities: https://search.stillhousedata.com/firm/108648/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108648

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.