Philip Kabat is a financial advisor with Kabat Advisory Group, LLC in Jacksonville, FL, holding a Series 65 designation and 12 years of industry experience. He has led Kabat Advisory Group since 2014 and also operates Kabat Equity Group, Inc., where he spends a significant portion of his time as a licensed insurance agent. Kabat Advisory Group provides personalized financial planning and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, acting as an intermediary to third-party money managers. The firm focuses on client-specific strategies using fundamental, technical, and cyclical analysis and does not manage or custody client assets directly.

David Kabat is a financial advisor with Kabat Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has operated within various related firms since 1998, including Kabat Equity Group, Inc. and KEY INSURANCE Services, Inc., and leads a separate insurance business providing products to property and casualty clients. Kabat Advisory Group, LLC offers financial planning and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, focusing on client-specific strategies and acting as an intermediary to third-party money managers without managing client assets directly.

Adam Kabat is a financial advisor with Kabat Advisory Group, LLC in Jacksonville, FL, holding a Series 65 designation and 12 years of industry experience. He has operated Kabat Equity Group, Inc., an insurance agency, since 2013, dedicating significant time to insurance sales and services alongside his advisory work. Kabat also manages a legal practice under The Kabat Law Firm as a sole proprietor. Kabat Advisory Group, LLC provides personalized financial planning and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm works as an intermediary to third-party money managers, focusing on developing client-specific strategies and facilitating manager paperwork without managing or custodially holding client assets directly.