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They include 61 high-net-worth individuals, 8 charitable organizations and 1 pension or profit-sharing plan.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Augustine Asset Management offer?","answer":"Augustine Asset Management provides portfolio management for individuals and small businesses and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Augustine Asset Management charge?","answer":"Augustine Asset Management charges 0.65%–1.00% a year for its Private Client Advisory Fee Schedule. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $2,000,000.","source":"ADV PART 2AB 082026, filed 2 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Augustine Asset Management use?","answer":"Augustine Asset Management’s separately managed account assets are held at Fidelity Capital Markets (Boston, MA), with $479M, Charles Schwab & Co., Inc. (San Francisco, CA), with $149M and Bank of New York Mellon/Pershing (New York, NY), with $139M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Augustine Asset Management have?","answer":"Augustine Asset Management has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Augustine Asset Management invest in?","answer":"At the end of its last fiscal year, Augustine Asset Management’s separately managed accounts held 70% exchange-traded equities, 12% investment grade corporate bonds, 10% U.S. government and agency bonds, 5% cash and equivalents, 1% state and local bonds, 1% high-yield corporate bonds and 1% other. The 1% other category is described as: Mortgage Backed Securities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Augustine Asset Management have a minimum investment?","answer":"Yes, Augustine Asset Management’s minimum account size for its Private Client Advisory Fee Schedule is $2M.","source":"ADV PART 2AB 082026, filed 2 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Augustine Asset Management?","answer":"Augustine Asset Management is owned through a trust by Elisa Demetree. Its direct owners are Mark Demetree (10% to 25%), Christopher Demetree (10% to 25%), Jeffrey Bernardo (50% to 75%), Elisa Demetree Living Trust (10% to 25%) and Ladd Holdings Trust, LLC (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Augustine Asset Management get paid?","answer":"Augustine Asset Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Augustine Asset Management?","answer":"Augustine Asset Management’s main office is at 1551 Atlantic BLVD, Suite 301, Jacksonville, FL 32207-3369. Its phone number is 904-396-6944. 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