Florin Pensions Llc
SEC-registered
Investment Adviser
CRD 161038
· SEC file 801-73254
· San Francisco, CA
· WWW.FLORINPENSIONS.COM
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ADV data as of May 15, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 5
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Michael Cockerton | Director | Feb 2012 (15y) | 50% – 75% | |
| Emma Louise Cockerton | Chief Executive Officer/Chief Compliance Officer | Feb 2012 (15y) | 50% – 75% | |
| John Charles Tunstall | Registered representative | Aug 2012 (14y) | ||
| Kelci Laam | Registered representative | Aug 2023 (3y) |
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) | 05/15/2026 | 957 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • ESTABLISHMENT FEES, ANNUAL FEES, REFERRAL FEES
Services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗