# O'TOOLE STRATEGIC INVESTMENTS LLC

O'TOOLE STRATEGIC INVESTMENTS LLC of LONGWOOD, FL is an SEC-registered investment adviser.

## Registration

- CRD: 310758
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310758/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310758/similar
- Related entities: https://search.stillhousedata.com/firm/310758/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310758

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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.