CHARLES KASNER REGISTERED INVESTMENT ADVISOR LLC

CHARLES KASNER REGISTERED INVESTMENT ADVISOR LLC is an SEC-registered investment adviser (CRD 323675). Regulatory assets under management: $6.2M.

Registration

• CRD: 323675
• Type: Registered investment adviser
• Phone: (352) 933-0390
• Latest filing: 2025-06-06
• Regulatory AUM: $6.2M
• Discretionary AUM: $6.2M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Hourly.

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 323675 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search