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FLORENCE CAPITAL ADVISORS, LLC

· CRD 281038 · IAPD ↗ · (212) 202-3296

$65.2MRegulatory AUM
1Advisory reps
3Employees
23Clients
0Planning clients
13Private funds
2States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2026 — FLORENCE CAPITAL ADVISORS, LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — FLORENCE CAPITAL ADVISORS, LLC reported RAUM down 95% ($1.26B -> $65.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
60
August 2025 — FLORENCE CAPITAL ADVISORS, LP is now doing business as FLORENCE CAPITAL ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
60
April 2025 — FLORENCE CAPITAL ADVISORS, LLC is now doing business as FLORENCE CAPITAL ADVISORS, LP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
April 2025 — FLORENCE CAPITAL ADVISORS, LP crossed $1B in regulatory AUM ($427.3M -> $1.26B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
73
April 2024 — FLORENCE CAPITAL ADVISORS, LLC reported RAUM up 265% ($117.0M -> $427.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2024 — FLORENCE CAPITAL ADVISORS, LLC now reports custody of client assets ($5.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2024 — FLORENCE CAPITAL ADVISORS, LLC now reports 1 private fund(s) ($2.5M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.