WINTER PARK, FLCRD 146023Latest ADV March 20, 2026
Ceredex Value Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winter Park, FL. Its latest Form ADV filing, dated March 20, 2026, reports $3.4B in regulatory assets under management, 13 employees, and 24 accounts.
Assets Under Management
$3.4B
Employees
13
Offices
--
Total Clients
15
Primary office
WINTER PARK, FL
1290 PALMETTO AVE., WINTER PARK, 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 segmentGovernment represent 53.3% of total clients.
Top client categories% of clientsClients
1
Government
53.3%
8
2
Investment Cos.
26.7%
4
3
Pooled Investment Vehicles
20.0%
3
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.4Bas of March 20, 2026
Discretionary100.0%
$3.4B
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$3.4B
Total Accounts24
10Y AUM Change$-7.4B (-68.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee1:1
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.