CORAL GABLES, FLCRD 116059Latest ADV February 20, 2026
Advantage Investing, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated February 20, 2026, reports $139M in regulatory assets under management, 2 employees, 1 office, and 674 accounts.
Assets Under Management
$139M
Employees
2
Offices
1 office
Total Clients
372
Primary office
CORAL GABLES, FL
2100 PONCE DE LEON BLVD, SUITE PH-5, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentOther Advisers represent 88.2% of total clients.
Top client categories% of clientsClients
1
Other Advisers
88.2%
328
2
Individuals
9.7%
36
3
Charitable
1.3%
5
4
HNWI
0.8%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$139Mas of February 20, 2026
Discretionary100.0%
$139M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$139M
Total Accounts674
10Y AUM Change+$37M (+35.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee186:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.