| Entity Name: | CALDWELL ADVISORY LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
CALDWELL ADVISORY LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations. |
| Status: |
Active
The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness. |
| Date Filed: | 12 Sep 2023 (2 years ago) |
| Document Number: | L23000425686 |
| FEI/EIN Number |
93-3384054
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 446 PIN OAK LOOP, SANTA ROSA BEACH, FL, 32459, US |
| Mail Address: | 446 PIN OAK LOOP, SANTA ROSA BEACH, FL, 32459, US |
| ZIP code: | 32459 |
| County: | Walton |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| CALDWELL REGAN | Authorized Member | 446 PIN OAK LOOP, SANTA ROSA BEACH, FL, 32459 |
| REPUBLIC REGISTERED AGENT LLC | Agent | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-19 |
| ANNUAL REPORT | 2024-04-09 |
| Florida Limited Liability | 2023-09-12 |
| Status | User ID | Name of Firm | Trade Name | UEI | Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Active | P3194060 | CALDWELL ADVISORY LLC | - | H6LMPX71WKD9 | 446 PIN OAK LOOP, SANTA ROSA BEACH, FL, 32459-8053 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Name | Regan Caldwell |
| Role | Owner |
SBA Federal Certifications
| HUBZone Certified | No |
| Women Owned Certified | No |
| Women Owned Pending | No |
| Economically Disadvantaged Women Owned Certified | No |
| Economically Disadvantaged Women Owned Pending | No |
| Veteran-Owned Small Business Certified | No |
| Veteran-Owned Small Business Joint Venture | No |
| Service-Disabled Veteran-Owned Small Business Certified | No |
| Service-Disabled Veteran-Owned Small Business Joint Venture | No |
Bonding Levels
| Description | Construction Bonding Level (per contract) |
| Level | $0 |
| Description | Construction Bonding Level (aggregate) |
| Level | $0 |
| Description | Service Bonding Level (per contract) |
| Level | $0 |
| Description | Service Bonding Level (aggregate) |
| Level | $0 |
NAICS Codes with Size Determinations by NAICS
| Primary | Yes |
| Code | 541611 |
| NAICS Code's Description | Administrative Management and General Management Consulting Services |
| Buy Green | Yes |
| Code | 541490 |
| NAICS Code's Description | Other Specialized Design Services |
| Buy Green | Yes |
| Code | 541519 |
| NAICS Code's Description | Other Computer Related ServicesGeneral $34.00m Small Business Size Standard: [Yes]Special 150 Employees Information Technology Value Added Resellers: [Yes] (4) |
| Buy Green | Yes |
| Code | 541612 |
| NAICS Code's Description | Human Resources Consulting Services |
| Buy Green | Yes |
| Code | 541613 |
| NAICS Code's Description | Marketing Consulting Services |
| Buy Green | Yes |
| Code | 541614 |
| NAICS Code's Description | Process, Physical Distribution and Logistics Consulting Services |
| Buy Green | Yes |
| Code | 541618 |
| NAICS Code's Description | Other Management Consulting Services |
| Buy Green | Yes |
| Code | 541690 |
| NAICS Code's Description | Other Scientific and Technical Consulting Services |
| Buy Green | Yes |
| Code | 541990 |
| NAICS Code's Description | All Other Professional, Scientific and Technical Services |
| Buy Green | Yes |
| Code | 611310 |
| NAICS Code's Description | Colleges, Universities and Professional Schools |
| Buy Green | Yes |
| Code | 611410 |
| NAICS Code's Description | Business and Secretarial Schools |
| Buy Green | Yes |
| Code | 611420 |
| NAICS Code's Description | Computer Training |
| Buy Green | Yes |
| Code | 611430 |
| NAICS Code's Description | Professional and Management Development Training |
| Buy Green | Yes |
| Code | 611513 |
| NAICS Code's Description | Apprenticeship Training |
| Buy Green | Yes |
| Code | 611519 |
| NAICS Code's Description | Other Technical and Trade SchoolsGeneral $21.00m Small Business Size Standard: [Yes]Special $47.00m Job Corps Centers: [Yes] (4) |
| Buy Green | Yes |
| Code | 611710 |
| NAICS Code's Description | Educational Support Services |
| Buy Green | Yes |
Export Profile (Trade Mission Online)
| Exporter | No |
| Export Business Activities | (none given) |
| Exporting to | (none given) |
| Desired Export Business Relationships | (none given) |
| Description of Export Objective(s) | (none given) |
Date of last update: 02 Apr 2025
Sources: Florida Department of State
