Accumulator Operations LLC: new SEC registration, $148M AUM, Coral Gables, FL
Accumulator Operations LLC (Coral Gables, Florida): new SEC registration, $148M AUM, Coral Gables, FL. Its amount of 148 is above the median of 134 (56th percentile). Dated 205 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 148 · 56th percentile of 1,149 NewRiaPulse records · 1.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 112 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Accumulator Operations LLC |
| Legal name | Accumulator Operations LLC |
| CRD | 341270 |
| Status | Approved |
| Registered with the SEC | 2026-04-13 |
| Latest Form ADV filing | 2026-04-01 |
| Location | Coral Gables, FL, United States |
| Regulatory AUM | $148,405,174 |
| Accounts | 12 |
| Employees | 29 |
| Website | https://www.accumulator.co/ |
| amount percentile | 56th of 1,149 (median 134, 1.1x median) |
| Peer records CSV (113 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-13
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (FL first): Kare Manager Holdings, L.P. · Sirenia Capital Management LP · Cip Pe Advisors, LLC · Evertern Wealth, LLC · Hobe Mountain Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Accumulator Operations LLC and 113 Florida peers
- Florida NewRiaPulse records like this one: 113
- Accumulator Operations LLC's amount: 56th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $22,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $148M under management.
- Website on file.
What is the NewRiaPulse record for Accumulator Operations LLC in Coral Gables, Florida?
Accumulator Operations LLC received SEC registration as an investment adviser (2026-04-13) with $148,405,174 in regulatory assets under management, based in Coral Gables, FL.
How does Accumulator Operations LLC compare to other Florida NewRiaPulse records?
Its amount of 148 sits in the upper half (56th percentile) of 1,149 records; the median is 134. It is 205 days old; check the official source for later updates before acting.
Accumulator Operations LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Accumulator Operations LLC | Coral Gables, FL | 148 | 56th | 2026-04-13 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.