CORAL GABLES, FLCRD 164519Latest ADV March 18, 2026
Invex Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated March 18, 2026, reports $759M in regulatory assets under management, 8 employees, and 84 accounts.
Assets Under Management
$759M
Employees
8
Offices
--
Total Clients
80
Primary office
CORAL GABLES, FL
2 ALHAMBRA PLAZA, STE. PH II, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.0% of total clients.
Top client categories% of clientsClients
1
HNWI
55.0%
44
2
Individuals
17.5%
14
3
Corporations
13.8%
11
4
Banks
10.0%
8
5
Investment Cos.
3.8%
3
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$759Mas of March 18, 2026
Discretionary100.0%
$759M
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.
Total AUM$759M
Total Accounts84
10Y AUM Change+$571M (+303.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee10:1
10Y Employee Change+3 (+60.0%)
* 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.