Numa is an SEC registered investment adviser organized as a corporation with a primary office location in Miami, FL. Its latest Form ADV filing, dated February 19, 2026, reports $193M in regulatory assets under management, 10 employees, 2 offices, and 195 accounts.
Assets Under Management
$193M
Employees
10
Offices
2 offices
Total Clients
60
Primary office
MIAMI, FL
1200 BRICKELL AVENUE, SUITE 1950, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.0% of total clients.
Top client categories% of clientsClients
1
Individuals
60.0%
36
2
HNWI
40.0%
24
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$193Mas of February 19, 2026
Discretionary60.6%
$117M
61% of total RAUM60.6%
Non-discretionary39.4%
$76M
39% of total RAUM39.4%
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.
Total AUM$193M
Total Accounts195
10Y AUM Change+$9M (+4.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee6:1
10Y Employee Change+8 (+400.0%)
* 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.