Investor'S Advantage is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 4, 2026, reports $99M in regulatory assets under management, 2 employees, and 202 accounts.
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 segmentIndividuals represent 65.5% of total clients.
Top client categories% of clientsClients
1
Individuals
65.5%
57
2
HNWI
28.7%
25
3
Corporations
5.7%
5
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$99Mas of March 4, 2026
Discretionary97.7%
$96M
98% of total RAUM97.7%
Non-discretionary2.3%
$2M
2% of total RAUM2.3%
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$99M
Total Accounts202
10Y AUM Change+$99M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee44:1
10Y Employee Change+1 (+100.0%)
* 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.