CORAL GABLES, FLCRD 307316Latest ADV March 30, 2026
Driftwood 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 30, 2026, reports $569M in regulatory assets under management, 52 employees, and 3 accounts.
Assets Under Management
$569M
Employees
52
Offices
--
Total Clients
<5
Primary office
CORAL GABLES, FL
255 ALHAMBRA CIR, STE 760, CORAL GABLES, FL, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$569Mas of March 30, 2026
Discretionary100.0%
$569M
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$569M
Total Accounts3
10Y AUM Change+$368M (+183.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees52
Clients per Employee0:1
10Y Employee Change+46 (+766.7%)
* 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.