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ADVANTAGE INVESTING, INC.
CRD 116059File 801-130325
APPROVED
Retail clients
Custody
Filing as of Feb 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$138.9M
Bottom 25% of cohort (national)
Discretionary AUM
$138.9M
Clients
372
674 accounts
Employees
2
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 22, 2024
- Principal office
- 2100 PONCE DE LEON BLVD, SUITE PH-5, CORAL GABLES, FL, 33134
- Phone
- 757-547-8257
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $138.9M
- Discretionary AUM
- $138.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 674
- Non-discretionary accounts
- 0
- Total accounts
- 674
- AUM per client
- $373K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $7.8M |
| Other investment advisers | 328 | $119.1M |
| High net worth individuals | 3 | $3.8M |
| Individuals (other than high net worth individuals) | 36 | $8.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.