John 15:13 Financial Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 342073
· Sarasota, FL
· cashflowwithcarolina.com
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ADV data as of Oct 01, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 1
AUM over time
$0
$0
Jun 10, 2026
Oct 1, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 01, 2026
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
- • Other services
Custody
Firm reports having 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: Oct 01, 2026.
View current Form ADV (SEC/IAPD) ↗