Cibest Capital Advisory Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 31, 2026, reports $375M in regulatory assets under management, 7 employees, and 462 accounts.
Assets Under Management
$375M
Employees
7
Offices
--
Total Clients
462
Primary office
MIAMI, FL
1221 BRICKELL AVENUE, SUITE 2010, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.8% of total clients.
Top client categories% of clientsClients
1
Individuals
52.8%
244
2
Corporations
45.0%
208
3
HNWI
1.5%
7
4
Charitable
0.4%
2
5
Banks
0.2%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$375Mas of March 31, 2026
Discretionary71.2%
$267M
71% of total RAUM71.2%
Non-discretionary28.8%
$108M
29% of total RAUM28.8%
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$375M
Total Accounts462
10Y AUM Change+$375M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee66:1
10Y Employee Change+6 (+600.0%)
* 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.