Center For Asset Management, Llc
- Regulatory AUM
- $257M
- Discretionary
- $257M
- Clients
- 284
- Avg AUM / client
- $905K
- Accounts
- 939
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 200 | $55.1M | 21.4% |
| High net worth individuals | 84 | $199M | 77.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.9M | 1.15% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Andrew Blatt | President Chief Compliance Officer | Aug 2008 (18y) | 75% or more | |
| Darren Ronald Hardersen | Registered representative | Jan 2025 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: VIOLATIONS OF SECTION 517 OF THE FLORIDA STATUTES AND RULE 69W-600 OF THE FLORIDA ADMINISTRATIVE CODE IN THE FAILURE TO MAKE TIMELY UPDATES TO THE FORM ADV OF THE CENTER FOR ASSET MANAGEMENT AND THE FORM U-4 OF PETER A. BLATT. Status: Final Sanction Detail: PETER A. BLATT AND THE CENTER FOR ASSET MANAGEMENT AGREED TO CEASE AND DESIST FROM ANY FUTURE VIOLATIONS OF CHAPTER 517 OF THE FLORIDA STATUTES AND A FINE OF $15,000. Summary: PETER A. BLATT AND THE CENTER FOR ASSET MANAGEMENT ENTERED IN TO A STIPULATION AND CONSENT AGREEMENT WITH THE STATE OF FLORIDA IN WHICH BLATT AND THE FIRM AGREED TO CEASE AND DESIST FROM ANY FUTURE VIOLATIONS OF CHAPTER 517 OF THE FLORIDA STATUTES AND THE IMPOSITION OF A FINE IN THE AMOUNT OF $15,000.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $254M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗