AVID PLANNING

AVID PLANNING of ST. PETERSBURG, FL is an SEC-registered investment adviser (CRD 284332). Regulatory assets under management: $58.5M.

Registration

• CRD: 284332
• Type: Registered investment adviser
• Location: 360 CENTRAL AVENUE, ST. PETERSBURG, FL, 33701
• Phone: 727-228-6840
• Latest filing: 2026-03-02
• Regulatory AUM: $58.5M
• Discretionary AUM: $58.5M
• Clients: 2
• Accounts: 223

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284332 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search