O'TOOLE STRATEGIC INVESTMENTS LLC

O'TOOLE STRATEGIC INVESTMENTS LLC of LONGWOOD, FL is an SEC-registered investment adviser (CRD 310758). Regulatory assets under management: $12.1M.

Registration

• CRD: 310758
• Type: Registered investment adviser
• Location: 900 FOX VALLEY DRIVE, LONGWOOD, FL, 32779
• Phone: 407-786-4026
• Latest filing: 2026-05-13
• Regulatory AUM: $12.1M
• Non-discretionary AUM: $12.1M
• Clients: 2
• Accounts: 74

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310758 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search