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AMERANT INVESTMENTS, INC.
CRD 117284File 801-61889
APPROVED
Retail clients
Disclosure events
Filing as of Apr 22, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 41 | 35 | decreased by6 |
| Apr 1, 2026 | Clients | 705 | 1,297 | increased by592 |
| Apr 1, 2026 | AUM | $688,203,169 | $782,386,060 | increased by$94,182,891 |
| Apr 1, 2026 | Accounts | 1,194 | 1,296 | increased by102 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 37 | 41 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 761 | 705 | decreased by56 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $594,739,388 | $688,203,169 | increased by$93,463,781 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 761 | 1,194 | increased by433 |
| Apr 1, 2022 | Employees | 33 | 37 | increased by4 |
| Apr 1, 2022 | Clients | 658 | 761 | increased by103 |
| Apr 1, 2022 | AUM | $533,764,411 | $594,739,388 | increased by$60,974,977 |
| Apr 1, 2022 | Accounts | 658 | 761 | increased by103 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AMERANT INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMERANT INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
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.