Trustee · Augustine Asset Management Inc
Elisa A. Demetree
CRD 4344077 · Named on Form ADV at one SEC-registered adviser
At a glance
Augustine Asset Management Inc, an SEC-registered wealth manager based in Jacksonville, FL with $783 million in regulatory assets, lists Elisa A. Demetree on its Form ADV as Trustee, a control person.
Firms and roles
- Augustine Asset Management IncTrusteeWealth manager · Jacksonville, FL · $783M in regulatory assets
AtlasMembers
Elisa’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Mark C. DemetreeStockholder, Director, Augustine Asset Management Inc
- Christopher C. DemetreeStockholder, Augustine Asset Management Inc
- Jeffrey E. BernardoPresident, Stockholder, Director, Augustine Asset Management Inc
- Frederick M. BlumCCO, Operations MGR, Augustine Asset Management Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Elisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.