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ANDBANC ADVISORY LLC
CRD 150463File 801-79716
APPROVED
Retail clients
Custody
Filing as of May 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$806.5M
Above cohort median (national)
Discretionary AUM
$537.5M
Non-discretionary $268.9M
Clients
472
472 accounts
Employees
13
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 19, 2014
- Principal office
- 201 S. BISCAYNE BLVD., SUITE 1100, MIAMI, FL, 33131
- Phone
- 305-702-0601
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $806.5M
- Discretionary AUM
- $537.5M
- Non-discretionary AUM
- $268.9M
- Discretionary accounts
- 267
- Non-discretionary accounts
- 205
- Total accounts
- 472
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 377 | $629.1M |
| Individuals (other than high net worth individuals) | 95 | $177.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- 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
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- 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.