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ANDBANC ADVISORY LLC
CRD 150463File 801-79716
APPROVED
Retail clients
Custody
Filing as of May 18, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 509 | 472 | decreased by37 |
| Apr 1, 2026 | AUM | $871,799,895 | $806,476,121 | decreased by$65,323,774 |
| Apr 1, 2026 | Accounts | 509 | 472 | decreased by37 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 12 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 353 | 509 | increased by156 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $734,554,546 | $871,799,895 | increased by$137,245,349 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 353 | 509 | increased by156 |
| May 1, 2022 | Clients | 315 | 353 | increased by38 |
| May 1, 2022 | AUM | $666,929,073 | $734,554,546 | increased by$67,625,473 |
| May 1, 2022 | Accounts | 315 | 353 | increased by38 |
| 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 “ANDBANC ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ANDBANC ADVISORY” 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.