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INVEX ADVISORS LLC
CRD 164519File 801-108084
APPROVED
Retail clients
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$759.3M
Above cohort median (national)
Discretionary AUM
$759.3M
Clients
80
84 accounts
Employees
8
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 5, 2016
- Principal office
- 2 ALHAMBRA PLAZA, STE. PH II, CORAL GABLES, FL, 33134
- Phone
- 786-425-1717
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $759.3M
- Discretionary AUM
- $759.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 84
- Non-discretionary accounts
- 0
- Total accounts
- 84
- AUM per client
- $9.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $196.2M |
| Insurance companies | Fewer than 5 | $58.2M |
| Investment companies | 3 | $213.8M |
| High net worth individuals | 44 | $221.0M |
| Banking or thrift institutions | 8 | $69.2M |
| Individuals (other than high net worth individuals) | 14 | $894K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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 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.