ARNOLD INSURANCE & FINANCIAL SERVICES, LLC

ARNOLD INSURANCE & FINANCIAL SERVICES, LLC of COCOA, FL is an SEC-registered investment adviser (CRD 269890). Regulatory assets under management: $53.2M.

Registration

• CRD: 269890
• Type: Registered investment adviser
• Location: 511 DELANNOY AVE., COCOA, FL, 32922
• Phone: 321-636-5858
• Latest filing: 2026-01-20
• Regulatory AUM: $53.2M
• Discretionary AUM: $53.2M
• Clients: 1
• Accounts: 230

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 269890 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search