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AMERANT INVESTMENTS, INC.
CRD 117284File 801-61889
APPROVED
Retail clients
Disclosure events
Filing as of Apr 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$782.4M
Above cohort median (national)
Discretionary AUM
$482.0M
Non-discretionary $300.4M
Clients
1,297
1,296 accounts
Employees
35
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 9, 2002
- Principal office
- 220 ALHAMBRA CIRCLE, 2ND FLOOR, CORAL GABLES, FL, 33134
- Phone
- 305-460-8599
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $782.4M
- Discretionary AUM
- $482.0M
- Non-discretionary AUM
- $300.4M
- Discretionary accounts
- 992
- Non-discretionary accounts
- 304
- Total accounts
- 1,296
- AUM per client
- $603K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 299 | $341.3M |
| Charitable organizations | 13 | $6.6M |
| High net worth individuals | 143 | $268.2M |
| Pooled investment vehicles | 1 | $26.8M |
| Individuals (other than high net worth individuals) | 841 | $139.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
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.