DRT FINANCIAL ADVISORS

DRT FINANCIAL ADVISORS of DELAND, FL is an SEC-registered investment adviser (CRD 141950). Regulatory assets under management: $94.9M.

Registration

• CRD: 141950
• Type: Registered investment adviser
• Location: 1006 N. WOODLAND BLVD, DELAND, FL, 32720
• Phone: 386-734-9441
• Latest filing: 2026-03-12
• Regulatory AUM: $94.9M
• Discretionary AUM: $94.9M
• Clients: 2
• Accounts: 153

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141950 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search