SEC-registered independent wealth management RIA
Osprey Capital Management Corp.
As of its Form ADV filed February 18, 2026, Osprey Capital Management Corp., an SEC-registered independent wealth management RIA in Miami Beach, Florida, reported $197.2 million in regulatory assets under management across 1 account, ranking #354 among independent RIAs in Florida by assets.
Registration
- Main office
- Miami Beach, FL
- Registration
- SEC-registered, Approved
- CRD number
- 172524
- SEC file number
- 801-81060
- Registered since
- March 3, 2015
- Latest Form ADV filing
- February 18, 2026
- Organized as
- Corporation
- Fiscal year ends
- December
- Other offices
- 0
Key figures
- Regulatory assets under management
- $197.2 million
- Discretionary
- $197.2 million (100.0%)
- Non-discretionary
- $0
- Accounts
- 1 (1 discretionary)
- Clients
- Not reported
- Employees
- 1
- Advisory staff
- 1 performing investment advisory functions
- Average account
- $197.2 million
- Asset growth, 1 year
- 3.2% (from $191.1 million a year earlier)
- Asset growth, 3-year annual rate
- 1.1% (from $191.1 million three years earlier)
- Asset growth, 5-year annual rate
- -0.8% (from $205.0 million five years earlier)
- Client growth, 1 year
- Not reported
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In Florida | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #5,414 | #354 | $197.2 million |
| Fastest-growing independent RIAs over one year | #6,124 | #420 | 3.2%from $191.1 million |
| Fastest-growing independent RIAs over three years | #5,188 | #330 | 1.1%from $191.1 million |
| Fastest-growing independent RIAs over five years | #4,448 | #273 | -0.8%from $205.0 million |
| Independent RIAs with the biggest asset gains over one year | #6,521 | #442 | $6.1 million |
| Independent RIAs with the most accounts | #19,154 | #1,438 | 1 |
| Independent RIAs with the most advisory staff | #10,188 | #740 | 1 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2015 | $168.5 million |
| October 3, 2016 | $210.0 million |
| October 2, 2017 | $210.0 million |
| October 1, 2018 | $210.0 million |
| October 1, 2019 | $210.0 million |
| October 1, 2020 | $220.0 million |
| October 4, 2021 | $205.0 million |
| October 3, 2022 | $198.0 million |
| October 5, 2023 | $191.1 million |
| October 1, 2024 | $191.1 million |
| September 2, 2025 | $191.1 million |
| October 2, 2026 | $197.2 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals fewer than 5 clients | $182.0 million | |
| Pension and profit sharing plans fewer than 5 clients | $15.2 million |
How the firm is paid
- A percentage of assets under management
- Performance-based fees
Advisory services
- Portfolio management for individuals or small businesses
- Other
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
- Broker-dealer
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 0
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 0
IAR registrations by jurisdiction are not available for this firm. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 2 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Florida
| Firm | City | RAUM |
|---|---|---|
| Rwa Advisors | Boca Raton | $199.1 million |
| Rei Wealth Management | Tampa | $196.8 million |
| Grand Central Investment Group, LLC | Tampa | $196.2 million |
| Northstar Financial Advisors, Inc. | Delray Beach | $195.3 million |
| Neil Jesani Wealth Management | Sunrise | $194.2 million |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Osprey Capital Management Corp. on IAPD: Form ADV, brochures and disclosure detail.
- Independent RIAs in Florida
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.