Hedge Fund Database

TOBIAS FINANCIAL ADVISORS

TOBIAS FINANCIAL ADVISORS, INC. Legal Name

Adviser information for TOBIAS FINANCIAL ADVISORS last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 21
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 8
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,814 $734.9M
Non-Discretionary 1 $21.3M
Total 1,815 $756.2M

Clients

Type Number RAUM
Individuals 114 $54.6M
HNW Individuals 209 $679.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 7 $22.5M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 8
No. of Non-U.S. Clients 4
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesRETIREMENT PLAN ADVISORY SERVICE
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-33972
SEC ERA File Number 801-33972
SEC CIK Numbers 1802080
SEC CRD Numbers 104711
Legal Entity Identifier None

Principal Office

1000 S. PINE ISLAND ROAD
SUITE 450
PLANTATION
FL
United States
Monday - Friday, 8:30AM TO 5:00PM (BY APPOINTMENT)
Tel: 954-424-1660, Fax: 954-424-9545

Websites

www.tobiasfinancial.com www.youtube.com/channel/ucr9iulyhu_yfx2knn8wjcww/featured www.linkedin.com/company/tobias-financial-advisors-inc/ www.facebook.com/tobiasfinancial/ www.instagram.com/tobias_financial/

Chief Compliance Officer

EDGAR COLLADO
CFO/COO
1000 S. PINE ISLAND ROAD
SUITE 450
PLANTATION
FL
United States
Tel: 954-424-1660
Fax: 954-424-9545
(Full email address available in API data)

Regulatory Contact

MATTHEW SANEHOLTZ
PRESIDENT
1000 S. PINE ISLAND ROAD
SUITE 450
PLANTATION
FL
United States
Tel: 954-424-1660
Fax: 954-424-9545
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SANEHOLTZ, MATTHEW, DAVID Individual – PRESIDENT 01/2016 25-50%
COLLADO, MARIANELA, NMN Individual – CHIEF EXECUTIVE OFFICER 01/2016 50-75%
COLLADO, EDGAR, NMN Individual – CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER 10/2017 10-25%
REALEJO, YESENIA Individual – WEALTH ADVISOR 01/2024 < 5%
FRANCO-CICERO, CATALINA, MARIA Individual – WEALTH ADVISOR 01/2024 < 5%

No. Employees, Historic

30150201920202021202220232024202510 on 8/19/201915 on 3/18/202015 on 5/29/202015 on 6/15/202015 on 8/3/202015 on 8/20/202015 on 12/1/202016 on 3/24/202116 on 9/29/202116 on 3/28/202216 on 12/21/202219 on 3/27/202321 on 3/27/2024

RAUM, Historic

800M400M02019202020212022202320242025330300000 on 8/19/2019429200000 on 3/18/2020429200000 on 5/29/2020429200000 on 6/15/2020429200000 on 8/3/2020429200000 on 8/20/2020429200000 on 12/1/2020513000000 on 3/24/2021513000000 on 9/29/2021650000000 on 3/28/2022650000000 on 12/21/2022641000000 on 3/27/2023756160000 on 3/27/2024

No. Clients, Historic

40020002019202020212022202320242025204 on 8/19/2019228 on 3/18/2020228 on 5/29/2020228 on 6/15/2020228 on 8/3/2020228 on 8/20/2020228 on 12/1/2020257 on 3/24/2021257 on 9/29/2021293 on 3/28/2022293 on 12/21/2022313 on 3/27/2023330 on 3/27/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALDEYRA THERAPEUTICS INC COM 78K 24K –
ALPHABET INC CAP STK CL A 558K 3K –
ALPHABET INC CAP STK CL C 660K 4K –
AMAZON COM INC COM 2M 12K –
APPLE INC COM 4M 21K –
BANK MONTREAL MEDIUM MICROSECTORS FAN 445K 1K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 251K 617 –
BROADCOM INC COM 202K 126 –
COSTCO WHSL CORP NEW COM 295K 347 –
DIMENSIONAL ETF TRUST US LARGE CAP VAL 12M 401K –
DIMENSIONAL ETF TRUST INTL SMALL CAP E 7M 282K –
DIMENSIONAL ETF TRUST US SMALL CAP VAL 7M 249K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 10M 281K –
DIMENSIONAL ETF TRUST US TARGETED VLU 1M 27K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 9M 218K –
ELECTROCORE INC COM NEW 64K 10K –
ELI LILLY & CO COM 260K 287 –
EMPIRE ST RLTY TR INC CL A 133K 14K –
EXXON MOBIL CORP COM 454K 4K –
GLYCOMIMETICS INC COM 4K 15K –
HOME DEPOT INC COM 313K 909 –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 31M 159K –
INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH 2M 21K –
INVESCO QQQ TR UNIT SER 1 251K 524 –
ISHARES INC CORE MSCI EMKT 1M 28K –
ISHARES TR CORE S&P500 ETF 456K 834 –
ISHARES TR CORE MSCI EAFE 309K 4K –
ISHARES TR RUS 1000 VAL ETF 2M 11K –
ISHARES TR 3 7 YR TREAS BD 235K 2K –
ISHARES TR SHRT NAT MUN ETF 530K 5K –
ISHARES TR 7-10 YR TRSY BD 31M 332K –
ISHARES TR SP SMCP600VL ETF 1M 13K –
ISHARES TR CORE US AGGBD ET 5M 48K –
ISHARES TR NATIONAL MUN ETF 4M 35K –
ISHARES TR EAFE SML CP ETF 855K 14K –
ISHARES TR MSCI EMG MKT ETF 3M 81K –
ISHARES TR RUS 2000 GRW ETF 9M 36K –
ISHARES TR AGGRES ALLOC ETF 1M 16K –
ISHARES TR MSCI INTL QUALTY 32M 813K –
ISHARES TR RUS 2000 VAL ETF 3M 19K –
ISHARES TR MSCI EAFE ETF 2M 25K –
ISHARES TR MSCI USA QLT FCT 16M 97K –
ISHARES TR S&P 500 GRWT ETF 6M 62K –
ISHARES TR RUS 1000 GRW ETF 10M 27K –
ISHARES TR EAFE VALUE ETF 1M 20K –
ISHARES TR S&P SML 600 GWT 3M 25K –
ISHARES TR S&P 500 VAL ETF 3M 16K –
ISHARES U S ETF TR BLACKROCK SHORT 202K 4K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 632K 13K –
JOHNSON & JOHNSON COM 649K 4K –
JPMORGAN CHASE & CO. COM 239K 1K –
KIMCO RLTY CORP COM 283K 15K –
MANHATTAN BRDG CAP INC COM 175K 34K –
MESOBLAST LTD SPONS ADR 68K 10K –
META PLATFORMS INC CL A 586K 1K –
MICROSOFT CORP COM 1M 3K –
NETFLIX INC COM 383K 567 –
NVIDIA CORPORATION COM 2M 14K –
ORACLE CORP COM 228K 2K –
PIMCO ETF TR ENHNCD LW DUR AC 248K 3K –
PIMCO ETF TR ACTIVE BD ETF 247K 3K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 400K 6K –
SCHWAB STRATEGIC TR US LRG CAP ETF 259K 4K –
SIMON PPTY GROUP INC NEW COM 541K 4K –
SPDR GOLD TR GOLD SHS 380K 2K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 2M 52K –
SPDR INDEX SHS FDS MSCI ACWI EXUS 6M 196K –
SPDR INDEX SHS FDS S&P INTL SMLCP 4M 113K –
SPDR SER TR S&P 600 SMCP VAL 313K 4K –
SPDR SER TR PRTFLO S&P500 GW 5M 64K –
SPDR SER TR PORTFOLIO AGRGTE 76M 3M –
SPDR SER TR PRTFLO S&P500 VL 1M 21K –
SPDR SER TR PRTFLO S&P500 HI 2M 43K –
SPDR SER TR ICE PFD SEC ETF 227K 7K –
SPDR SER TR S&P 600 SMCP GRW 2M 19K –
TESLA INC COM 329K 2K –
THERMO FISHER SCIENTIFIC INC COM 206K 372 –
TRANE TECHNOLOGIES PLC SHS 296K 901 –
UNITEDHEALTH GROUP INC COM 298K 585 –
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 773K 4K –
VANGUARD BD INDEX FDS SHORT TRM BOND 524K 7K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 10M 144K –
VANGUARD INDEX FDS SM CP VAL ETF 2M 9K –
VANGUARD INDEX FDS VALUE ETF 3M 20K –
VANGUARD INDEX FDS TOTAL STK MKT 393K 1K –
VANGUARD INDEX FDS S&P 500 ETF SHS 215K 431 –
VANGUARD INDEX FDS GROWTH ETF 28M 74K –
VANGUARD INDEX FDS SML CP GRW ETF 742K 3K –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 622K 5K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 13M 298K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 1M 25K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 485K 6K –
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 316K 4K –
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 682K 8K –
VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 1M 8K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 3M 16K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 1M 25K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 845K 7K –
VANGUARD WHITEHALL FDS INTL DVD ETF 5M 60K –
VISA INC COM CL A 631K 2K –
WALMART INC COM 315K 5K –
WISDOMTREE TR INTL EQUITY FD 3M 65K –
WISDOMTREE TR US LARGECAP DIVD 6M 83K –
WISDOMTREE TR FLOATNG RAT TREA 46M 922K –