ORLANDO FUNERAL ADVISORS LLC
CRD #337214 SEC #802-134258 WINTER PARK, FL 888-788-7526
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
--
Employees
--
Clients
--
Accounts
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Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Sep 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Smith, John, Davis | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Smith, John, Davis | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Waltzer, David, Mark | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FPG INTERMEDIATE HOLDCO, LLC | DE | SOLE MEMBER | E | Control |
| FPG INTERMEDIATE HOLDCO, LLC | DE | SOLE MEMBER | E | Control |
Registrations
Federal
ERA
Sep 11, 2025 REGISTERED
Address
369 NORTH NEW YORK AVENUE, SUITE 300WINTER PARK, FL 32789
United States
Phone: 888-788-7526