Jacksonville, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Augustine Asset Management Inc
Team
Firm-wide stats for Augustine Asset Management Inc
Clients per advisor
15 Very LowAvg AUM per client
$10,591,630 Very HighHNW client ratio
100% Very HighAbout
Augustine Asset Management serves high‑net‑worth individuals and families as well as institutional clients, including corporations, retirement plans, charitable nonprofits, and state and municipal government entities. The firm provides fee‑only investment management and portfolio advisory services on both discretionary and non‑discretionary bases and oversees roughly $783 million in client assets.
The firm employs a research‑oriented investment process that combines top‑down macro views with bottom‑up fundamental analysis to manage active global equity and benchmark‑differentiated fixed‑income strategies, with equity portfolios typically holding 30–50 securities. Augustine also maintains formal performance measurement and reporting practices—providing quarterly portfolio appraisals and market commentaries—and assigns responsibility for compliance with the CFA Institute Global Investment Performance Standards.
Distinctive aspects of Augustine include an explicit public‑sector client focus and related compliance controls (for example, political contribution restrictions intended to avoid conflicts when doing business with government entities). The firm operates with a small, long‑tenured team with multiple charterholders and concentrates on larger private‑client and institutional mandates, effectively excluding retail investors below its private and institutional account thresholds.
Based on Augustine Asset Management Inc
Location
1551 Atlantic Blvd., Ste 301
Jacksonville FL 32207
Advisors at this office
3
Advisors at this office
Milena K
CFA®
Jacksonville, FL
Augustine Asset Management Inc
Milena Kolcheva Spasova is a CFA® charterholder with one year of industry experience. She has been with Augustine Asset Management Inc in Jacksonville, FL since 2016. Augustine Asset Management serves high-net-worth individuals, families, and institutional clients including corporations, retirement plans, and government entities. The firm uses a research-oriented investment process combining top-down macro views with bottom-up fundamental analysis to manage active global equity and fixed-income strategies.
Jeffrey B
CFA®, Series 63
Jacksonville, FL
Augustine Asset Management Inc
Jeffrey Bernardo is a CFA® charterholder with 20 years of industry experience. He has been with Augustine Asset Management, Inc. since 2005. Augustine Asset Management serves high-net-worth individuals, families, and institutional clients, including corporations, retirement plans, charitable nonprofits, and government entities. The firm employs a research-oriented investment process combining top-down macro views with bottom-up fundamental analysis to manage active global equity and fixed-income strategies.
Frederick B
Series 63, Series 66
Jacksonville, FL
Augustine Asset Management Inc
Frederick Blum is a financial advisor at Augustine Asset Management Inc with 20 years of industry experience. He has been with Augustine since 2003 and holds Series 63 and Series 66 licenses. Augustine Asset Management serves high-net-worth individuals, families, and institutional clients, including corporations, retirement plans, charitable nonprofits, and government entities. The firm uses a research-oriented investment process combining macro views and fundamental analysis to manage active global equity and fixed-income strategies, with a focus on larger private-client and institutional mandates.
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