SUNNY ISLES BEACH, FLCRD 174984Latest ADV April 22, 2026
Dwight Securities Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sunny Isles Beach, FL. Its latest Form ADV filing, dated April 22, 2026, reports $4.6B in regulatory assets under management, 41 employees, 1 office, and 8 accounts.
Assets Under Management
$4.6B
Employees
41
Offices
1 office
Total Clients
11
Primary office
SUNNY ISLES BEACH, FL
16690 COLLINS AVENUE, #804, SUNNY ISLES BEACH, FL, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentSEPARATELY MANAGED ACCOUNTS represent 63.6% of total clients.
Top client categories% of clientsClients
1
SEPARATELY MANAGED ACCOUNTS
63.6%
7
2
Pooled Investment Vehicles
36.4%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.6Bas of April 22, 2026
Discretionary59.0%
$2.7B
59% of total RAUM59.0%
Non-discretionary41.0%
$1.9B
41% of total RAUM41.0%
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$4.6B
Total Accounts8
10Y AUM Change+$4.5B (+5048.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees41
Clients per Employee0:1
10Y Employee Change+36 (+720.0%)
* 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.