CORAL GABLES, FLCRD 117284Latest ADV April 22, 2026
Amerant Investments, 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 April 22, 2026, reports $782M in regulatory assets under management, 35 employees, 7 offices, and 1,296 accounts.
Assets Under Management
$782M
Employees
35
Offices
7 offices
Total Clients
1,297
Primary office
CORAL GABLES, FL
220 ALHAMBRA CIRCLE, 2ND FLOOR, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.8% of total clients.
Top client categories% of clientsClients
1
Individuals
64.8%
841
2
Corporations
23.1%
299
3
HNWI
11.0%
143
4
Charitable
1.0%
13
5
Pooled Investment Vehicles
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$782Mas of April 22, 2026
Discretionary61.6%
$482M
62% of total RAUM61.6%
Non-discretionary38.4%
$300M
38% of total RAUM38.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$782M
Total Accounts1,296
10Y AUM Change+$393M (+100.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee37:1
10Y Employee Change+5 (+16.7%)
* 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.