# ALLEN & COMPANY OF FLORIDA, LLC

ALLEN & COMPANY OF FLORIDA, LLC of LAKELAND, FL is an SEC-registered investment adviser.

## Registration

- CRD: 25
- Type: SEC-registered investment adviser
- SEC file number: 801-57874
- Location: 1401 SOUTH FLORIDA AVE, LAKELAND, FL, 33803
- Phone: 863-688-9000
- Latest filing: 2021-04-30
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $75.0M
- Clients: 65
- Accounts: 3,621

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Allen CA Carter | CHAIRMAN; CHAIRMAN, DIRECTOR; CHAIRMAN, DIRECTOR, CEO (+6 more) | Bellevue, WA |
| Allen C A Carter | CHAIRMAN; CHIEF EXECUTIVE OFFICER, CHAIRMAN; CHIEF EXECUTIVE OFFICER, CHAIRMAN, PRESIDENT (+3 more) | Bellevue, WA |
| SHERIDAN TODD MICHAEL | DIRECTOR, SENIOR VICE PRESIDENT, SECRETARY, SROP; DIRECTOR, SENIOR V.P., SECRETARY/TREASURER | — |
| SPOONER JOSEPH GARY | VICE PRESIDENT | — |
| PETTIT SHARON SYLVIA | DIRECTOR, SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT | — |
| KILGORE CHERYL SUE | ASSISTANT VICE PRESIDENT, FINANACIAL OPERATIONS PRINCIPAL, CONTROLLER; ASSISTANT VICE PRESIDENT, FINANCIAL OPERATIONS PRINCIPAL, CONTROLLER | — |
| HAWLEY LAURA JANE | DIRECTOR, PRESIDENT, CORPORATE SECRETARY/TREASURER; DIRECTOR, SR. VICE PRESIDENT, CORPORATE SECRETARY/TREASURER; DIRECTOR, VICE PRESIDENT (+2 more) | — |
| ZITZELBERGER CAROL MANNING | ASSISTANT VICE PRESIDENT, COMPLIANCE OFFICER, CROP; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CROP (+3 more) | — |
| WALKER MICHAEL NEILL | ASSISTANT VICE PRESIDENT , DIRECTOR OF ADMINISTRATION; PRINCIPAL OPERATIONS OFFICER; VICE PRESIDENT , DIRECTOR OF ADMINISTRATION (+2 more) | — |
| WRIGHT MICHAEL HENRY | ASSISTANT VICE PRESIDENT; ASSISTANT VICE PRESIDENT,SROP; VICE PRESIDENT (+2 more) | — |
| RUMPH WILLIAM EDWIN III | DIRECTOR | — |
| ALBRITTON KEITH EDWARD | PRESIDENT; PRESIDENT, CEO; PRESIDENT, CEO, DIRECTOR (+2 more) | — |
| OSMAN ARTHUR DAVID | PRESIDENT | — |
| SEYMOUR MICHAEL GLENN | VICE PRESIDENT | — |
| MCCRAW ROY JOHNSON JR | DIRECTOR, PRESIDENT; DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER; DIRECTOR, PRESIDENT, C.O.O., CORPORATE TREASURER, SROP | — |
| ALLEN JR JAMES EVERETT | DIRECTOR | — |
| SASSANO WILLIAM | VICE PRESIDENT, OPERATIONS | — |
| BUCKER CARL PAUL | VICE PRESIDENT, CORPORATE SALES DIRECTOR | — |
| MCHUGH SCOTT EDWARD | PRESIDENT/CEO | — |
| HAWLEY LAURA J | VICE PRESIDENT | — |
| KIESEL CLARE MCCARREN | SENIOR VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/25/brochure
- Similar advisers: https://search.stillhousedata.com/firm/25/similar
- Related entities: https://search.stillhousedata.com/firm/25/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/25

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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.