FINANCIAL INDEPENDENCE ADVISORS, LLC

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UUID494e14c1-0e20-512a-add8-51d9661c2410

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:55

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	317193	317193	—	1.0
sec_file_number	801-127735	801-127735	—	—

Profile

Websitehttps://www.linkedin.com/company/fiajacksonville/about/

HQ CityJACKSONVILLE

HQ StateFL

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)160,979,954.0
RAUM (discretionary)160,979,954.0
Actionable assets130,232,767.0
Accounts359.0

Institutional Clients

Government AUM—
Pension AUM32,510,899.0
Charitable AUM4,959,486.0
HNW AUM88,131,010.0

As of 2025-03-25 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
Brohinsky, Isaac, Jacob	PRESIDENT, CCO, MANAGING MEMBER	OFFICER	—	{"filing_id": "2014561", "owner_id": "6711336", "source": "adv_part1", "table": "Schedule_A_B"}
Chamberlain, Joel, Clayton	SECRETARY, TREASURER, MANAGING MEMBER	OFFICER	—	{"filing_id": "2014561", "owner_id": "7223741", "source": "adv_part1", "table": "Schedule_A_B"}
KREY, KENNETH, RYAN	VICE PRESIDENT, MANAGING MEMBER	OFFICER	—	{"filing_id": "2014561", "owner_id": "6540912", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

Brohinsky, Isaac, Jacob

PRESIDENT, CCO, MANAGING MEMBER

OFFICER

—

{"filing_id": "2014561", "owner_id": "6711336", "source": "adv_part1", "table": "Schedule_A_B"}

Chamberlain, Joel, Clayton

SECRETARY, TREASURER, MANAGING MEMBER

OFFICER

—

{"filing_id": "2014561", "owner_id": "7223741", "source": "adv_part1", "table": "Schedule_A_B"}

KREY, KENNETH, RYAN

VICE PRESIDENT, MANAGING MEMBER

OFFICER

—

{"filing_id": "2014561", "owner_id": "6540912", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/05/2025 03:08:06 PM",
  "filing_id": "2014561",
  "reg_type": "IA"
}
```

FINANCIAL INDEPENDENCE ADVISORS, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1