CORAL GABLES, FLCRD 305395Latest ADV February 27, 2026
Storge 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 February 27, 2026, reports $867M in regulatory assets under management, 5 employees, and 194 accounts.
Assets Under Management
$867M
Employees
5
Offices
--
Total Clients
70
Primary office
CORAL GABLES, FL
150 ALHAMBRA CIRCLE, SUITE 10, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 98.6% of total clients.
Top client categories% of clientsClients
1
HNWI
98.6%
69
2
Corporations
1.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$867Mas of February 27, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$867M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$867M
Total Accounts194
10Y AUM Change+$867M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee14:1
10Y Employee Change+3 (+150.0%)
* 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.