Advantage Investment Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, KY. Its latest Form ADV filing, dated March 25, 2026, reports $215M in regulatory assets under management, 10 employees, 1 office, and 369 accounts.
Assets Under Management
$215M
Employees
10
Offices
1 office
Total Clients
369
Primary office
LOUISVILLE, KY
2319 LIME KILN LANE, SUITE A, LOUISVILLE, KY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.0% of total clients.
Top client categories% of clientsClients
1
Individuals
84.0%
310
2
HNWI
11.7%
43
3
Pension Plans
2.2%
8
4
Charitable
1.1%
4
5
Corporations
1.1%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$215Mas of March 25, 2026
Discretionary77.9%
$168M
78% of total RAUM77.9%
Non-discretionary22.1%
$48M
22% of total RAUM22.1%
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$215M
Total Accounts369
10Y AUM Change+$66M (+44.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee37:1
10Y Employee Change+2 (+25.0%)
* 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.