Fee-only adviser · St. Augustine, FL
Investment Advisors of America, LLC
Investment Advisors of America, LLC is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in St. Augustine, Florida. On its latest Form ADV, filed October 20, 2026, it reports $8.8M in regulatory assets under management, 16 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 322441 |
| Office | 3020 3rd Street St. Augustine, FL 32084 |
| Phone | (561) 222-3305 |
| Website | Not listed |
| Regulatory assets under management | $8.8M |
| Individual clients | 16 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in St. Augustine
See all 4 fee-only advisers in St. Augustine →
Nearby
- Ponte Vedra Beach 16 firms
- Ponte Vedra 3 firms
- Palm Coast 1 firm
- Saint Johns 1 firm
- Green Cove Springs 1 firm
- Fleming Island 1 firm
- Jacksonville Beach 7 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Investment Advisors of America, LLC? Update this listing.