Andbanc Advisory LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 10, 2026, reports $806M in regulatory assets under management, 13 employees, and 472 accounts.
Assets Under Management
$806M
Employees
13
Offices
--
Total Clients
472
Primary office
MIAMI, FL
201 S. BISCAYNE BLVD., SUITE 1100, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 79.9% of total clients.
Top client categories% of clientsClients
1
HNWI
79.9%
377
2
Individuals
20.1%
95
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$806Mas of March 10, 2026
Discretionary66.7%
$538M
67% of total RAUM66.7%
Non-discretionary33.3%
$269M
33% of total RAUM33.3%
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.
Total AUM$806M
Total Accounts472
10Y AUM Change+$362M (+81.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee36:1
10Y Employee Change+1 (+8.3%)
* 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.