Every new Florida business filing, every dayNew Financial Services Businesses in St Augustine, FL
12 financial services businesses recently registered in St Augustine, Florida.
Updated November 12, 2026 · Most recent business filing Aug 17, 2026

Every new Florida filing, every day
See how it worksAbout Financial Services Businesses in St Augustine
This page lists new financial services businesses registered in St Augustine, Florida. We currently track 12, sourced directly from the Florida Division of Corporations and refreshed daily as new financial services companies file.
Recent additions include Vitality Financial Solutions, Walletwise Coaching, and New Coast. The most recent financial services business filing was on Aug 17, 2026.
Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial services businesses in St Augustine, this is one of the freshest prospect lists in the market.
All Filings
Vitality Financial Solutions
Jun 1, 2026Vitality Financial Solutions LLC appears to operate as a financial services firm, as indicated by website content describing 'Where Numbers Meet Nuance' and 'Distinguished Professional Services'. The filing lists principal address in St. Augustine, Florida, and the website domain matches the company name exactly. The business likely provides personalized financial consulting or advisory services.
Walletwise Coaching
Jul 1, 2025A financial coaching business offering personalized guidance to help clients manage their finances, led by a Certified Financial Planner.
New Coast
Aug 17, 2026Newcoast (New Coast, LLC) is a Florida-based company offering RV and boat loans as well as insurance solutions for boats and yachts. The website lists service and endorsement contacts and an address in Oldsmar, FL, while the LLC filing is registered in St. Augustine, FL, with officers Christine Lauren Colton and Garrett Cooper Colton.
Heffernan Advisory
Jun 26, 2026Heffernan Advisory Inc. operates as a wealth planning firm, likely under the name Heffernan Group Financial Services, providing estate, retirement planning, and wealth management services. The business is based in Walnut Creek, California, as indicated by the officer address on the filing and the website's location. The website mentions a team including Blake Thibault and the Heffernan family, consistent with the LLC's officers.
Path Advisory
Jun 5, 2026Trade Path Advisory LLC is a financial advisory firm based in Florida, run by a husband-and-wife team, Michael and Carol Hubbard. The business likely operates under the name Path Advisory, offering financial planning and investment advice to clients. The filing address is in St. Augustine, while the website indicates a presence in Weston.
The Archwood Group
Nov 19, 2025A private real estate lending company in Florida offering loans for fix & flip, DSCR, bridge, GAP, and other real estate investment purposes.
Sheesh Payments
Jul 2, 2025Sheesh Payments LLC operates a payment processing service called 'Sheesh!' that allows businesses to invoice and get paid quickly. The website emphasizes ease of use with features like invoicing in under a minute. The business is based in St. Augustine, Florida, as per the LLC filing.
CCS Home Lending
Jun 24, 2025This business appears to be a mortgage lender offering home loans and related financial services, likely operating in the residential and commercial lending sector.
River City ATMs
May 5, 2025An independent ATM operator providing ATM services in Florida, likely involved in installation and maintenance of ATMs.
Akroamatik Financial
Apr 4, 2025Provides Medicare, health, and financial services, including insurance and financial planning.
RenoMoney
Oct 23, 2023RenoMoney provides renovation, construction, bridge, and DSCR loans to real estate investors and builders. The business operates from Falls Church, VA, as evidenced by website contact details and the manager's address. The LLC was formed in Florida but the principal operations are in Virginia.
Association Prime
Jul 19, 2023Association Banking Solutions LLC operates as Association Prime, offering deposit, loan, and consulting services for associations, powered by SouthState Bank. The business is located in St. Augustine, FL and managed by Heather and Christos Karamitsos.
North Fork Advisors
Jan 1, 2023Bozeman-based fiduciary advisor specializing in sustainable investing and financial planning, as described on their website. The site does not mention a Florida location or manager Daniel Malloy, but the name and industry align with the LLC filing.
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