PELORUS FINANCIAL, LLC

PELORUS FINANCIAL, LLC of TRINITY, FL is an SEC-registered investment adviser (CRD 299043). Regulatory assets under management: $46.8M.

Registration

• CRD: 299043
• Type: Registered investment adviser
• Location: 4109 LITTLE RD STE 101, TRINITY, FL, 34655
• Phone: (727) 287-4892
• Latest filing: 2026-03-24
• Regulatory AUM: $46.8M
• Discretionary AUM: $46.8M
• Clients: 2
• Accounts: 272

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299043 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search